As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance with forecasting, financial reporting, general sales trend data analytics & ad hoc reporting. Prior to joining the DPL team, Zane worked at Leidos, a leading government service & information technology company, focusing on forecasting and reporting within the IT budget. Zane earned a BS in Finance from Syracuse University.
Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities t
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
“We have found RIAs to be highly interested in no-load versions of both hybrid life and annuity products...