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Article

RIA Retirement Planning Survey 2020: Executive Summary & Key Findings

Jul 30, 2020

The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...

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...

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...

Webinar

How Advisors Work with Dimensional Fund Advisors

May 13, 2020
Dimensional’s Head of Insurance, Matt Cobb, VP of Global Client Group, Leigh Jedeikin, and DPL...

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©2020 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.