The team at DPL brings decades of experience innovating insurance to meet the needs of RIAs. We work with leading carriers to refine their fee-only offerings, including products, technology and processes. And, for many, we help bring their products to market.
DPL brings a unique insight to carriers when it comes to product development for the RIA channel. Through our extensive work with RIAs, we know what an insurance product has to deliver in order to be successful in a fiduciary-focused marketplace where value is at a premium. DPL helps you get it right.
Product Development with our Carriers
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA market.
DPL works with a number of carriers to develop distribution strategies for the RIA market. Relying on methods that have been successful in the broker-dealer and wirehouse channels can prove ineffective or unsustainable when distributing to RIAs. Carriers have to commit to a holistic business approach. We can get you there.
How DPL Works with Carriers to Develop Distribution Strategies for RIA Market
DPL’s David Lau talks about the challenges for carriers who are looking to distribute their products to the RIA market.
Products will succeed or fail in the RIA marketplace based on how they are positioned, marketed and sold. Partnering with DPL for product distribution will help ensure your products and brand are presented to RIAs in a manner that appeals to them, speaks their language and maximizes adoption.
David Lau’s Perspective: Product Distribution in the RIA Channel
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA market.
DPL works with leading carriers to help them serve the RIA market with low-cost, Commission-Free insurance products, systems and processes. Below are the carriers whose products we offer on the DPL platform.
Clients are demanding more from their advisors. Insurance enables RIAs to deliver comprehensive financial planning and improve outcomes for clients.
As industry trends put pressure on the RIA model, advisors are looking for ways to differentiate and grow their business. Insurance can bring compelling benefits to an RIA’s practice.
More and more advisors are committed to acting in the best interests of their clients. RIAs are looking for conflict-free solutions that deliver value and transparency.
With nearly $3T in assets, the RIA market represents a huge opportunity for carriers but many struggle to succeed in the space.