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.
Provide comprehensive planning and a more complete client experience
Increase share of wallet and attract new insurance business
Provide insurance solutions your clients want and need
Keep control of a key part of your client’s portfolio
DPL Consultant Marcus Ellingwood talks about 3 ways we are seeing our member firms leverage the strategic partnership with DPL.
RIAs join DPL to bring their clients’ insurance under their fiduciary umbrella, provide solutions clients want and need, and grow their business. DPL offers everything you need to start using insurance in your practice right away.
Low-cost products built without costly commissions
Access to our team of insurance professionals
DPL is your single point of contact
We work with the nation’s leading carriers
Get up and running with insurance quickly
You don’t need to be insurance licensed
Driving change in the industry with Commission-Free products and education for fiduciary advisors
The collective buying power of our 300+ member firms gives us leverage to drive innovation with carriers
We share advisors’ challenges, insights and solutions with our RIA member community
We work with carriers on product design, technology and processes to meet the needs of RIAs
