Legacy annuities: knowing when to hold and when to fold calls for technical know-how and unbiased analysis
When Toney Falkner joined DPL, he shared details on two policies owned by a potential new client...
3 Ways RIAs Leverage DPL
DPL Consultant Marcus Ellingwood talks about 3 ways we are seeing our member firms leverage the strategic partnership w
Fixed Indexed Annuities: Consider the Alternative
Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield...
Leveraging Insurance to Solve Important De-risking Problems
With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies...
Understanding and Utilizing Variable Universal Life
DPL Founder and CEO, David Lau, and TIAA’s Dennis Rupp, Director of Insurance Distribution for RIAs, offer insight...
3 Bold Predictions For The Future Of Annuities
In my professional lifetime the financial services industry has seen massive changes. The advent of the internet brought...
Can clients really “self-insure”?
Advisors will often say their clients are "self-insured." But because insurance is, by definition, the pooling of risk...
NAPFA Takeaways
DPL was honored to sponsor NAPFA’s recent Spring Conference in Phoenix. Having worked to develop products and services...
Why Should RIAs work with DPL
DPL Consultant Jonathan Barth explains DPL helps educate advisors about Commission-Free insurance and the benefits it brings
Why Fiduciaries need to be involved in their clients’ insurance
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
DPL’s Founding Members
David Lau talks about the importance of DPL’s Founding Members to the company and the RIA industry.
Why DPL is a Fan of Annuities - Reason #2
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
David Lau’s Perspective: Product Development for the RIA Market
DPL’s David Lau talks about the product development process for the RIA market.
David Lau’s Perspective: Billing on Insurance
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
Annuity Rescue+
DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients by rescuing legacy annu
Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
Insurance becomes an asset
Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs – he hated when clients brought up...
A few reasons advisors are joining DPL
DPL Consultant Jeff Rancourt shares some reasons why his member firms have joined DPL.
Retirement Income Showdown: RISK POOLING vs RISK PREMIUM
The retirement income showdown regards finding the most efficient approach for meeting retirement spending goals...
Understanding and Utilizing Buffer Annuities
Traditionally, financial professionals have de-risked portfolios by adjusting the ratio of equities to fixed income as...
Utilizing insurance in Fee-Only Practices
DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices...
3 Reasons RIAs Need To Add Insurance To Their Practice Now
RIAs and insurance have often been like oil and water – the two really don’t mix. For lots of reasons. Starting with...
Fiduciaries Need to be Involved in Insurance
I love the culture we’ve created at DPL. It’s energetic, passionate, team-oriented and highly focused on our mission...
Repurposing Permanent Life Insurance Assets
It happens all the time…clients walk in and, through a fact-finding exercise or just in conversation, you uncover...
What surprises RIAs
DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about DPL’s Commission-Free insuran
The competitive advantage of Commission-Free insurance
DPL Consultant Jonathan Barth talks about how advisors are differentiating their practices and strengthening their role as fi
The rationale for building DPL
Hear David Lau, DPL Founder and CEO, talk about his rationale for building DPL – the first unbiased, Commission-Free insura
How Commission-Free Annuities Serve RIAs
Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL Founder & CEO David Lau dis
Why DPL is a Fan of Annuities - Reason #3
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
David Lau’s Perspective: Product Distribution in the RIA Channel
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
How DPL Works with RIAs from Day One
DPL Relationship Manager Joseph Condict explains how DPL works to make it easy for our members from Day One.
Our Carrier Partners’ Commitment to the RIA Market
DPL Senior Consultant Cody Williams talks about the level of commitment DPL’s carrier partners bring to serving the needs o
DPL’s Responsibility as the Licensed Insurance Professional
DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed
How licensing works with DPL
DPL’s Nicole Benz explains how DPL works with members as the licensed insurance professional...
Alpha, Beta, and Now…Gamma
When it comes to generating retirement income, investors arguably spend the most time and effort on selecting "good"...
Leveraging Guaranteed Income Through Commission-Free Insurance
Learn about the benefits of utilizing Commission-Free insurance solutions to meet your clients' retirement income needs...
Understanding and Utilizing Fixed Indexed Annuities
DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, discuss how an insurance...
19 Trends to Watch in 2019
Advisors have bigger problems on their hands at the end of this year than the client or friend who cornered them to...
An Unwanted Inheritance: Strategies for Advisors to Assess Legacy Annuities
As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every case is unique, but often I'm...
NAPFA Fall Conference Takeaways
The NAPFA Fall 2018 conference held recently in Philadelphia delivered on its promise to provide a blend of “tradition and...
RIA Insurance Planning Benchmarking Survey: Executive Summary & Key Findings
A recent survey of 118 registered Investment advisors by DPL Financial Partners that sought to document industry attitudes...
The value add in DPL’s consultative approach
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their biggest concerns: market volatility
How DPL addresses a common RIA pain point
DPL Consultant, Jonathan Barth, explains how DPL helps RIAs alleviate a common pain point and incorporate insurance into thei
DPL’s Membership model explained
DPL has strategically partnered with over 200 RIA firms to bring low-cost, Commission-Free solutions, designed to deliver val
Why DPL is a Fan of Annuities - Reason #1
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
Product Development with our Carriers
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
How DPL Works with Carriers to Develop Distribution Strategies for RIA Market
DPL’s David Lau talks about the challenges for carriers who are looking to distribute their products to the RIA market.
Solving for Sequence of Returns Risk
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need
Real World Case Study: Reducing Premiums with Commission-Free Life Insurance
DPL Consultant Jason Mazur talks about helping a member find a lower cost solution to meet their life insurance needs.