Skip to main content

Resources

Filter, sort, and browse our knowledge base.

Showing Results of 22

Article

Jul 01, 2019

Read about the common misconceptions RIAs have about annuities, and the truth behind them.

Case Study

May 15, 2019

Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...

Webinar

May 13, 2019
With the bull showing signs of ending, and a low (and possibly rising) interest rate...
thinkadvisor_retirementincomesolution

Article

Feb 28, 2019

As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a...

Jeff Rancourt

Video

Feb 08, 2019

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

David Lau

Video

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

Video

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

David Lau

Video

Feb 07, 2019

Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL...

David Lau

Video

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

Become a member

DPL


©2019 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.