How licensing works with DPL

A few reasons advisors are joining DPL

How DPL supports RIAs

Analysis of existing policies

A simple, smart way for RIAs to get started with insurance is to have DPL review clients’ existing policies.

Fulfillment of a financial plan

Insurance brings unique benefits to clients’ financial plans during their transition and decumulation phases.

Insurance in a portfolio

DPL provides education and helps you find solutions for client needs as part of the planning process.

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
Insurance Expertise
Single POC
Top Carriers
Turnkey Solution
Writing Agent for All Policies

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

DPL Network

Building an RIA Community

The collective buying power of our 200+ 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

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.