Implementing insurance using technology

December 10, 2019

Sam Johnson explains how DPL helps advisors integrate insurance solutions into Orion, MoneyGuidePro and other technology systems advisors use every day.

Implementing insurance using technology

Sam Johnson explains how DPL helps advisors integrate insurance solutions into Orion, MoneyGuidePro and other technology systems advisors use every day.

Responding to the RIAs need for technology integration

Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

Jan 30, 2023

Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Video

How to Talk to Clients about Annuities

Jun 10, 2022

Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Video

How DPL Brings Value to Financial Advisors and Their Clients

Jun 08, 2022

Vice President of Member Success, Tim Rembowski, explains how the team brings value to financial...

Video

How to Implement Annuities into Client Plans

Jun 01, 2022

Vice President of Member Success, Tim Rembowski, explains how the DPL team helps firms implement...

Video

How DPL Helps Financial Advisors with 1-on-1 Client Cases

Jun 05, 2022

Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms...

Video

Why DPL?

Jun 02, 2022

DPL Lead Consultant, Nicole Benz, shares why she enjoys her career and team at DPL...

Video

DPLU Educational Platform

Dec 21, 2021

DPL Members, you can now access DPLU, an online educational platform built to expand your...

Video

Why Join the DPL Team

Jul 06, 2021

Watch this short video to see why a career at DPL Financial Partners could be...

Video

SS&C Announces SS&C Advent Insurance Marketplace Powered by DPL

Sep 29, 2020

Implementing insurance using technology

Implementing insurance using technology

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