How DPL supports RIAs
How licensing works with DPL
Video file
3 Ways RIAs Leverage DPL
DPL Consultant Marcus Ellingwood talks about 3 ways we are seeing our member firms leverage the strategic partnership with DPL.
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 and offering
Provide comprehensive planning and a more complete client experience
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
Game-Changing Membership
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.
Fee-Only Products
Low-cost products built without costly commissions
Insurance Expertise
Access to our team of insurance professionals
Single POC
DPL is your single point of contact
Top Carriers
We work with the nation’s leading carriers
Turnkey Solution
Get up and running with insurance quickly
Writing Agent for All Policies
You don’t need to be insurance licensed
What our members are saying...
The Power of the DPL Network
Driving change in the industry with Commission-Free products and education for fiduciary advisors
BUILDING AN RIA COMMUNITY
The collective buying power of our 300+ member firms gives us leverage to drive innovation with carriers
SHARING BEST PRACTICES
We share advisors’ challenges, insights and solutions with our RIA member community
WORKING WITH CARRIERS
We work with carriers on product design, technology and processes to meet the needs of RIAs