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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
     

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. 

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©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.

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