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Showing Results of 7

Case Study

Discovering the power of annuities in the financial plan

Aug 03, 2021

Shannon Stone of DHR Investment Counsel needed a solution for guaranteed income but was hesitant...

Case Study

How to Create an Insurance “Hub” with DPL

Aug 03, 2021

Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, was searching for ways to...

Case Study

Leveraging DPL to Strengthen Your Team & Offering

Aug 03, 2021

At 20 years old, Echo Huang immigrated to the US with only $800 in her...

Case Study

Using no-load annuities to provide clients peace of mind

May 16, 2019

When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the...

Case Study

Insurance becomes an asset

May 15, 2019

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

Case Study

How a breakaway team harnessed the power of Commission-Free insurance to elevate the client experience and establish their new brand

Many breakaway advisors have experience with insurance. But when starting a new RIA practice, advisors...

Case Study

Legacy annuities: knowing when to hold and when to fold calls for technical know-how and unbiased analysis

When Toney Falkner joined DPL, he shared details on two policies owned by a potential

...

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Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.

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When Toney Falkner joined DPL, he shared details on two policies owned by a potential

Become a member