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Case Studies

How a breakaway team harnessed the power of Commission-Free insurance to elevate the client experience and establish their new brand

Feb 20, 2019

Many breakaway advisors have experience with insurance. But when starting a new RIA practice, advisors from...


   
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

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 #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

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.


   
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


   
Video

Why Should RIAs work with DPL

Feb 07, 2019

DPL Consultant Jonathan Barth explains DPL helps educate advisors about Commission-Free insurance and the benefits it brings


   
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...


   
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...


   
Video

3 Ways RIAs Leverage DPL

Nov 30, 2018

DPL Consultant Marcus Ellingwood talks about 3 ways we are seeing our member firms leverage the strategic partnership w


   
Article

NAPFA Fall Conference Takeaways

Nov 13, 2018

The NAPFA Fall 2018 conference held recently in Philadelphia delivered on its promise to provide a blend of “tradition and...


   
Webinar

Understanding and Utilizing Variable Universal Life

Oct 11, 2018

DPL Founder and CEO, David Lau, and TIAA’s Dennis Rupp, Director of Insurance Distribution for RIAs, offer insight...


   
Webinar

Understanding and Utilizing Buffer Annuities

Sep 13, 2018

Traditionally, financial professionals have de-risked portfolios by adjusting the ratio of equities to fixed income as...


   
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...


   
Article

NAPFA Takeaways

May 30, 2018

DPL was honored to sponsor NAPFA’s recent Spring Conference in Phoenix. Having worked to develop products and services...


   
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...


   
Article

3 Reasons RIAs Need To Add Insurance To Their Practice Now

Sep 07, 2017

RIAs and insurance have often been like oil and water – the two really don’t mix. For lots of reasons. Starting with...


   
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 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.


   
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

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

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

David Lau’s Perspective: Billing on Insurance

Feb 07, 2019

David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.


   
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

DPL’s Membership model explained

Feb 07, 2019

DPL has strategically partnered with over 200 RIA firms to bring low-cost, Commission-Free solutions, designed to deliver val


   
Video

How DPL addresses a common RIA pain point

Feb 07, 2019

DPL Consultant, Jonathan Barth, explains how DPL helps RIAs alleviate a common pain point and incorporate insurance into thei


   
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...


   
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...


   
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

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

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

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...


   
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...


   
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...


   
Article

3 Bold Predictions For The Future Of Annuities

Sep 07, 2017

In my professional lifetime the financial services industry has seen massive changes. The advent of the internet brought...


   
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

Responding to the RIAs need for technology integration

 DPL Consultant Ross McGoodwin discusses the importance of technology to the RIA and how DPL works with carriers to en


   
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

Working with DPL: Why We Charge a Membership Fee

Feb 07, 2019

DPL Relationship Manager Colleen Hastings explains why DPL charges a membership fee.


   
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


   
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


   
Video

The competitive advantage of Commission-Free insurance

Feb 07, 2019

DPL Consultant Jonathan Barth talks about how advisors are differentiating their practices and strengthening their role as fi


   
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...


   
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...


   
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

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

Money Savage Podcast

Sep 26, 2018

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


   
Webinar

Understanding and Utilizing Fixed Indexed Annuities

Jul 18, 2018

DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, discuss how an insurance...


   
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

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...


   
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

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

Why DPL Needs Feedback from Members

Feedback from our members is a key driver of DPL’s ability to serve RIAs with the products, resources and support the


   

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