Founder & CEO of DPL Financial Partners, David Lau has a 25-year track record developing and distributing innovative, value-driven products and services within the financial industry.
RIAs and insurance have often been like oil and water – the two really don’t mix. For lots of reasons. Starting with...
DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients by rescuing legacy annu
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
Utilizing insurance to protect principal can provide meaningful benefits to a client's portfolio, as well as to their peace of