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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...


   
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...


   
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...


   
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


   
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...


   
Video

Annuity Rescue+

Feb 07, 2019

DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients by rescuing legacy annu


   
Industry

Annuity Rescue+

Dec 04, 2018

Annuity Rescue+


   

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