Clear All Filters

Showing 9 Results of 29

Video

Our Carrier Partners’ Commitment to the RIA Market

Feb 07, 2019

DPL Senior Consultant Cody Williams talks about the level of commitment DPL’s carrier partners bring to serving the needs o


   
Video

Product Development with our Carriers

Feb 07, 2019

DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar


   
In the News

Repurposing Permanent Life Insurance Assets

Jan 30, 2019

It happens all the time…clients walk in and, through a fact-finding exercise or just in conversation, you uncover...


   
In the News

Decades-old stench of annuity sales and deception hangs heavy, but very 2018 efforts by DPL, Nationwide, Allianz and others offer whiff of hope of cracking the RIA market

Dec 05, 2018

The life insurance and annuity industry is making its biggest-ever press to conscript a whole new kind of sales force...


   
In the News

Can annuities with no 'pesky' commissions win over RIAs?

Oct 17, 2018

In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...


   
In the News

The 50 Best Annuities

Jul 21, 2018

Annuities are looking better than they have in years, thanks to rising interest rates. Yields and guarantees are...


   
In the News

Fee-based VA Sales Jump 70% in 1Q

Jun 06, 2018

Sales of fee-based VAs, one of the industry’s best hopes for cracking the registered investment advisor channel, rose...


   
In the News

Bob Veres overview of DPL

May 16, 2018

David Lau, founder and CEO of a new company called DPL Financial Partners in Louisville, KY, fully understands why most...


   
In the News

How fee-based assets are remaking a $20T industry

Apr 02, 2018

DPL Financial Partners helps RIAs find insurance without bells and whistles like commissions and high fees...


   
In the News

For RIAs, A Vexing Insurance Dilemma

Feb 08, 2018

A large majority of registered investment advisors (RIAs) offer clients insurance planning. But nearly half of all RIAs...


   
Video

David Lau’s Perspective: Product Distribution in the RIA Channel

Feb 07, 2019

DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma


   
Video

DPL’s Founding Members

Feb 07, 2019

David Lau talks about the importance of DPL’s Founding Members to the company and the RIA industry.


   
In the News

DPL Launches Fixed Index Annuity For RIAs

Jan 29, 2019

DPL Financial Partners has announced that it is partnering with Kansas-based Security Benefit Life Insurance Company...


   
Webinar

Leveraging Guaranteed Income Through Commission-Free Insurance

Dec 05, 2018

Learn about the benefits of utilizing Commission-Free insurance solutions to meet your clients' retirement income needs...


   
In the News

Is the commission-based annuity market primed for disruption?

Oct 10, 2018

Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau...


   
In the News

Here Come New No-Load Insurance Policies

Jul 02, 2018

David Lau, founder and CEO of DPL Financial Partners in Louisville, Ky., describes his mission as a “kind of personal...


   
Webinar

Utilizing insurance in Fee-Only Practices

May 29, 2018

DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices...


   
In the News

How clients can use annuities to pay for long-term care

May 16, 2018

“We have found RIAs to be highly interested in no-load versions of both hybrid life and annuity products...


   
In the News

A New Platform that Offers Insurance Products to Fee-Only Advisors

Mar 12, 2018

What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...


   
Video

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


   
Video

David Lau’s Perspective: Product Development for the RIA Market

Feb 07, 2019

DPL’s David Lau talks about the product development process for the RIA market.


   
In the News

A New Fixed Indexed Annuity Has RIAs in Mind

Jan 30, 2019

DPL Financial Partners, an insurance network for RIAs, has partnered with Security Benefit Life Insurance Co. to launch...


   
Webinar

Leveraging Insurance to Solve Important De-risking Problems

Dec 06, 2018

With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies...


   
In the News

How to Assess Unwanted Legacy Annuities

Nov 26, 2018

As an insurance consultant to RIAs, I review legacy annuities. Every case is unique, but often I’m reminded why...


   
In the News

Money Savage Podcast

Sep 26, 2018

 David Lau, Founder & CEO of DPL Financial Partners talks about disrupting an industry through the power...


   
In the News

DPL Financial and Allianz collaborate to offer new annuity products

Jun 07, 2018

DPL Financial Partners (DPL), the commission-free insurance network for registered investment advisers (RIAs) in the US...


   
In the News

Can clients really "self-insure"?

May 28, 2018

Advisors will often say their clients are “self-insured.” But because insurance is, by definition, the pooling of risk...


   
Article

Fiduciaries Need to be Involved in Insurance

Apr 26, 2018

I love the culture we’ve created at DPL. It’s energetic, passionate, team-oriented and highly focused on our mission...


   
In the News

Lau Launches Network To Bring RIAs Commission-Free Insurance Products

Feb 15, 2018

The co-creator of an RIA-friendly variable annuity is planning to launch an entire series of commission-free insurance...


   

Get Started

Learn more about how DPL works with RIAs like you and access our library of webinars, videos, case studies, whitepapers and more.