Resources

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Video

A Day at DPL with David Blanchett | Retirement planning for younger clients

Jun 25, 2020

Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

A Day at DPL with David Blanchett | Goal setting with clients

Jun 25, 2020

David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Podcast Series

A Day at DPL Podcast

Jun 18, 2020

This educational series explores industry trends and best practices, providing advisors like you with critical...

Podcast Series

Advisor Revelations Podcast

Jun 17, 2020

This new podcast series features stories from advisors across the country. You'll gain insights that...

Webinar

Understanding & Utilizing Transamerica’s I-Share Variable Annuity

Jun 11, 2020

DPL Financial Partners Founder and CEO, David Lau, provides an introduction to Transamerica, our newest...

Video

A Day at DPL with David Blanchett | The power of Commission-Free annuities

Jun 08, 2020

DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be...

Webinar

How DPL Helps Breakaways Transition to Independence

May 28, 2020

Advisors who are going independent face unique challenges; incorporating Commission-Free insurance and annuity solutions into...

Webinar

Annuities 101: How & When to Use Commission-Free Annuities in a Holistic Financial Plan

May 20, 2020

Advisor interest in no-load products continues to grow and technology makes it possible to model...

Video

A Day at DPL with David Blanchett | Level setting with annuities

May 18, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

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