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Resources

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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...

Webinar

Leveraging Variable Annuities to Help Clients Recover from Market Volatility

Apr 29, 2020
Recent market disruption has likely impacted your clients’ retirement portfolios. For clients nearing retirement, the...

Webinar

Utilizing Structured Variable Annuities for Principal Protection

Apr 15, 2020
Given the current market volatility, clients nearing retirement are understandably concerned about protecting their assets...

Webinar

Annuity Strategies You Can Employ for Your Clients Today

Apr 01, 2020
With historically low interest rates and ongoing market volatility, it may be time to look...

Webinar

When It May Be Appropriate to Have an Annuity Within a Qualified Plan

Feb 27, 2020
A common misconception among advisors is that annuities should not be used within an IRA...

Video

A Day at DPL with Wade Pfau | Annuities vs. a total return approach to generate retirement income

Feb 04, 2020

Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau discuss how the...

Video

A Day at DPL with Wade Pfau | How to allocate to an annuity

Feb 04, 2020

Many advisors ask DPL about allocating to an annuity . Wade Pfau PhD, CFA, RICP shares his...

Video

A Day at DPL with Wade Pfau | Consumer attitudes about annuities

Feb 04, 2020

Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau explore some of...

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©2021 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.

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