Showing 9 Results of 39

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


   
Video

Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

Feb 07, 2019

DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli


   
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


   
Video

Working with DPL: Why We Charge a Membership Fee

Feb 07, 2019

DPL Relationship Manager Colleen Hastings explains why DPL charges a membership fee.


   
Video

David Lau’s Perspective: Billing on Insurance

Feb 07, 2019

David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.


   
Video

David Lau’s Perspective: Product Development for the RIA Market

Feb 07, 2019

DPL’s David Lau talks about the product development process for the RIA market.


   
Video

Why DPL is a Fan of Annuities - Reason #2

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla


   
Video

DPL’s Founding Members

Feb 07, 2019

David Lau talks about the importance of DPL’s Founding Members to the company and the RIA industry.


   
Video

Why Fiduciaries need to be involved in their clients’ insurance

Feb 07, 2019

DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc


   
Video

Why Should RIAs work with DPL

Feb 07, 2019

DPL Consultant Jonathan Barth explains DPL helps educate advisors about Commission-Free insurance and the benefits it brings


   
Video

A few reasons advisors are joining DPL

 DPL Consultant Jeff Rancourt shares some reasons why his member firms have joined DPL.


   
Video

The value add in DPL’s consultative approach

DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their biggest concerns: market volatility


   
Video

Responding to the RIAs need for technology integration

 DPL Consultant Ross McGoodwin discusses the importance of technology to the RIA and how DPL works with carriers to en


   
Video

How Commission-Free Solutions Address Challenges to Wealth Accumulation

Feb 07, 2019

DPL Consultant Jason Mazur explains how Commission-Free annuities can help advisors and clients take advantage of low-c


   
Video

Real World Case Study: Reducing Premiums with Commission-Free Life Insurance

Feb 07, 2019

DPL Consultant Jason Mazur talks about helping a member find a lower cost solution to meet their life insurance needs.


   
Video

Solving for Sequence of Returns Risk

Feb 07, 2019

DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need


   
Video

Real World Case Study: The Value of DPL’s Fiduciary Commitment

Feb 07, 2019

DPL Relationship Manager Colleen Hastings tells a story about a client who turned to DPL when he discovered his trusted insur


   
Video

How DPL Works with Carriers to Develop Distribution Strategies for RIA Market

Feb 07, 2019

DPL’s David Lau talks about the challenges for carriers who are looking to distribute their products to the RIA market.


   
Video

Product Development with our Carriers

Feb 07, 2019

DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar


   
Video

Why DPL is a Fan of Annuities - Reason #1

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla


   
Video

DPL’s Membership model explained

Feb 07, 2019

DPL has strategically partnered with over 200 RIA firms to bring low-cost, Commission-Free solutions, designed to deliver val


   
Video

How DPL addresses a common RIA pain point

Feb 07, 2019

DPL Consultant, Jonathan Barth, explains how DPL helps RIAs alleviate a common pain point and incorporate insurance into thei


   
Video

3 Ways RIAs Leverage DPL

Nov 30, 2018

DPL Consultant Marcus Ellingwood talks about 3 ways we are seeing our member firms leverage the strategic partnership w


   
Video

How DPL’s Internal Collaboration Benefits Advisors

DPL Consultant Jason Mazur describes DPL’s team approach to helping advisors find the best solutions for their clients.


   
Video

Why DPL Needs Feedback from Members

Feedback from our members is a key driver of DPL’s ability to serve RIAs with the products, resources and support the


   
Video

DPL’s Responsibility as the Licensed Insurance Professional

Feb 07, 2019

DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed


   
Video

Our Carrier Partners’ Commitment to the RIA Market

Feb 07, 2019

DPL Senior Consultant Cody Williams talks about the level of commitment DPL’s carrier partners bring to serving the needs o


   
Video

How DPL Works with RIAs from Day One

Feb 07, 2019

DPL Relationship Manager Joseph Condict explains how DPL works to make it easy for our members from Day One.


   
Video

Getting Started with DPL: Policy Review

Feb 07, 2019

DPL Relationship Manager Colleen Hastings explains how new members get started working with DPL.


   
Video

David Lau’s Perspective: Product Distribution in the RIA Channel

Feb 07, 2019

DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma


   
Video

Why DPL is a Fan of Annuities - Reason #3

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla


   
Video

How Commission-Free Annuities Serve RIAs

Feb 07, 2019

Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL Founder & CEO David Lau dis


   
Video

The rationale for building DPL

Feb 07, 2019

Hear David Lau, DPL Founder and CEO, talk about his rationale for building DPL – the first unbiased, Commission-Free insura


   
Video

The competitive advantage of Commission-Free insurance

Feb 07, 2019

DPL Consultant Jonathan Barth talks about how advisors are differentiating their practices and strengthening their role as fi


   
Video

How licensing works with DPL

DPL’s Nicole Benz explains how DPL works with members as the licensed insurance professional...


   
Video

What surprises RIAs

DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about DPL’s Commission-Free insuran


   
Video

How Commission-Free Solutions Address Challenges in the Decumulation Phase

DPL Consultant Jason Mazur provides insight into how Commission-Free insurance products can help clients ensure they have eno


   
Video

A real-life example: Commission-Free variable universal life

DPL Consultant Nicole Benz discusses variable universal life insurance and how a commission-free solution helped a DPL


   

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