Differentiate your firm
and offering
Provide comprehensive planning and a more complete client experience
For Your Practice
DPL is the RIA’s Strategic Partner
As industry trends continue to put pressure on the RIA business model to expand services and deliver a better client experience, more and more advisors are turning to DPL to implement insurance into their practices. With the advent of Commission-Free products and the many benefits they can bring to your firm and clients, it doesn’t make sense not to expand into insurance.
Differentiate your firm
Grow your business
Increase share of wallet and attract new insurance business
Meet client demand
for expanded services
Provide insurance solutions your clients want and need
Stop referring clients
to outside salespeople
Keep control of a key part of your client’s portfolio
