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Enhanced Wealth Planning Strategies with Private Placement

Learn how the tax-advantaged and unique design of Commission-Free private placement annuities and life insurance can elevate wealth planning outcomes for your clients.

Discussions include:

  • How private placement products offer access to both investment alternatives and product designs that may not exist with traditional tax inefficient investment products
  • How to help minimize, or potentially eliminate, income tax or any reporting associated with investment activities
  • Why private placement is often an intelligent allocation for high-net worth clients

Enhanced Wealth Planning Strategies with Private Placement

Learn how the tax-advantaged and unique design of Commission-Free private placement annuities and life insurance can elevate wealth planning outcomes for your clients.

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Jun 10, 2022
Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

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Jun 08, 2022
Vice President of Member Success, Tim Rembowski, explains how the team brings value to financial...

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Jun 10, 2022
Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities...

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Jun 01, 2022
Vice President of Member Success, Tim Rembowski, explains how the DPL team helps firms implement...

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Jun 05, 2022
Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms...

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May 26, 2022
DPL’s Lead Consultant, Nicole Benz, shares how financial advisors can utilize Commission-Free annuities to exchange...

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Jun 07, 2022
Director of Product Marketing, Rob Saag, shares how DPL Members can expand their knowledge and...

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Jun 02, 2022
DPL Lead Consultant, Nicole Benz, shares why she enjoys her career and team at DPL...

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Dec 21, 2021
DPL Members, you can now access DPLU, an online educational platform built to expand your...

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.