Non-traditional investments designed for tax-efficient legacy wealth transfer.
Ensures a level of income if an individual is unable to work.
Purchases policyowner's life insurance policy at current market value.
Once inaccessible to RIAs, the benefits of insurance are now available through DPL. Insurance solutions can be used for legacy planning, income replacement, or exchanging existing policies for their current cash value.
Non-traditional investments designed for tax-efficient legacy wealth transfer.
Ensures a level of income if an individual is unable to work.
Purchases policyowner's life insurance policy at current market value.
DPL Consultant Nicole Benz discusses how a commission-free solution helped a DPL member solve a client need.
Consultant Nicole Benz gives us a Real World Case Study about an advisor who worked with DPL to consolidate two policies for a client.
Type | Carrier | Name | Rating | DPL Insights |
---|---|---|---|---|
Disability Income Insurance | Principal® | Disability Income Insurance | A+ | Portable disability income insurance that provides for an individual if they are unable to work |
Life Settlements | Lighthouse Life | Life Settlements | Purchases policyowner's life insurance policy at current market value |
|
Term Life Insurance | Principal® | Term Life Insurance | A+ | A cost-effective solution for ensuring coverage with the option to convert to a permanent policy in the future |
Variable Universal Life Insurance | Ameritas | Advisor II VUL | A+ | Low-cost VUL designed for tax-free income |
Variable Universal Life Insurance | Lombard International | Private Placement VUL | Non-traditional investments designed for tax-efficient legacy wealth transfer |
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