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Showing Results of 73

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...

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...

Video

A Day at DPL with David Blanchett | The magnitude of failure

May 12, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

Video

A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset

May 06, 2020

In this short video, David Blanchett addresses the importance of guaranteed income and his belief...

Video

A Day at DPL with David Blanchett | When to talk to clients about annuities

Apr 30, 2020

In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations for...

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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.

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