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Video

How DPL Helps Advisors Find Value in Clients’ Existing Annuity Policies

Feb 08, 2019

DPL Consultant Jeff Rancourt has been analyzing clients’ legacy annuity policies for more than a decade. Here he talk


   
Video

Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

Feb 07, 2019

DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli


   
Video

Solving for Sequence of Returns Risk

Feb 07, 2019

DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need


   
Video

Why DPL is a Fan of Annuities - Reason #2

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla


   
Video

The rationale for building DPL

Feb 07, 2019

Hear David Lau, DPL Founder and CEO, talk about his rationale for building DPL – the first unbiased, Commission-Free insura


   
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...


   
Case Studies

Insurance becomes an asset

Jan 03, 2019

Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs – he hated when clients brought up...


   
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

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

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...


   
Article

RIA Insurance Planning Benchmarking Survey: Executive Summary & Key Findings

Feb 02, 2018

A recent survey of 118 registered Investment advisors by DPL Financial Partners that sought to document industry attitudes...


   
White Papers

Alpha, Beta, and Now…Gamma

Aug 28, 2013

When it comes to generating retirement income, investors arguably spend the most time and effort on selecting "good"...


   
Video

How Commission-Free Solutions Address Challenges in the Decumulation Phase

DPL Consultant Jason Mazur provides insight into how Commission-Free insurance products can help clients ensure they have eno


   
Video

How Commission-Free Solutions Address Challenges to Wealth Accumulation

Feb 07, 2019

DPL Consultant Jason Mazur explains how Commission-Free annuities can help advisors and clients take advantage of low-c


   
Video

Real World Case Study: Reducing Premiums with Commission-Free Life Insurance

Feb 07, 2019

DPL Consultant Jason Mazur talks about helping a member find a lower cost solution to meet their life insurance needs.


   
Video

Real World Case Study: The Value of DPL’s Fiduciary Commitment

Feb 07, 2019

DPL Relationship Manager Colleen Hastings tells a story about a client who turned to DPL when he discovered his trusted insur


   
Video

Why DPL is a Fan of Annuities - Reason #1

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla


   
Video

Why Fiduciaries need to be involved in their clients’ insurance

Feb 07, 2019

DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc


   
Article

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...


   
Industry

For Your Clients

Dec 26, 2018

Your clients have needs that right-priced insurance products
can fulfill. We believe the low-cost, Commission-Free
so


   
Article

Can clients really “self-insure”?

Nov 19, 2018

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


   
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...


   
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...


   
White Papers

Fixed Indexed Annuities: Consider the Alternative

Jan 02, 2018

Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield...


   
Case Studies

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...


   
Video

What surprises RIAs

DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about DPL’s Commission-Free insuran


   
Video

A real-life example: Commission-Free variable universal life

DPL Consultant Nicole Benz discusses variable universal life insurance and how a commission-free solution helped a DPL


   
Video

DPL’s Responsibility as the Licensed Insurance Professional

Feb 07, 2019

DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed


   
Video

Annuity Rescue+

Feb 07, 2019

DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients by rescuing legacy annu


   
Video

Why DPL is a Fan of Annuities - Reason #3

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla


   
Video

How Commission-Free Annuities Serve RIAs

Feb 07, 2019

Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL Founder & CEO David Lau dis


   
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...


   
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...


   
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...


   
Article

An Unwanted Inheritance: Strategies for Advisors to Assess Legacy Annuities

Oct 23, 2018

As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every case is unique, but often I'm...


   
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

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...


   
White Papers

Retirement Income Showdown: RISK POOLING vs RISK PREMIUM

Oct 28, 2016

The retirement income showdown regards finding the most efficient approach for meeting retirement spending goals...


   
Video

A few reasons advisors are joining DPL

 DPL Consultant Jeff Rancourt shares some reasons why his member firms have joined DPL.


   
Video

How DPL’s Internal Collaboration Benefits Advisors

DPL Consultant Jason Mazur describes DPL’s team approach to helping advisors find the best solutions for their clients.


   

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