Video file
DPL Financial Partners Founder & CEO David Lau and leaders from Principal discuss the industry’s first Commission-Free disability insurance, as well as the carrier’s no-load and term life solutions, designed for RIAs. With Principal’s Individual Disability Income insurance, fiduciaries have an opportunity to help their clients plan for the unexpected and protect their income – the asset they rely on most – should an event happen that prevents them from working.
Here's What You'll Learn:
- How removing the commissions from disability and term insurance delivers greater client value
- How disability and term insurance work and what to expect, from underwriting to implementation, should your client need it
- Which clients could benefit from disability and term insurance and the strategies for incorporating them in your planning process
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is the Founder and CEO of DPL Financial Partners, the leading turnkey insurance management platform for RIAs, that brings low-cost, commission-free insurance solutions from a variety of the nation's top carriers to fee-only advisors.
Nate Schelhaas
VP & Actuary, Principal
Nate Schelhaas is Principal's VP & Actuary in the Individual Life division. He manages his division's product, strategy, and actuarial teams, and has been with Principal for 23 years. Prior to his current role, he served as the Life division Chief Financial Officer.
Jeff Kruger
AVP & Chief Underwriter, Principal
Jeff serves as AVP & Chief Underwriter for Principal's Disability Income Insurance Division. Prior to joining Principal, Jeff worked for 20 years with another insurance carrier. His experience on both the external distribution and internal underwriting teams of Principal over the last decade serve him well through his oversight of the company's underwriting strategy.
Strategic Financial Planning with Commission-Free Disability and Term Insurance
DPL Financial Partners Founder & CEO David Lau and leaders from Principal discuss the industry’s first Commission-Free disability insurance, as well as the carrier’s no-load and term life solutions, designed for RIAs. With Principal’s Individual Disability Income insurance, fiduciaries have an opportunity to help their clients plan for the unexpected and protect their income – the asset they rely on most – should an event happen that prevents them from working.
