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Insurance Solutions

We make it easy to provide insurance solutions for a holistic approach to financial planning. With DPL* as your outsourced insurance desk, you can fulfill clients’ insurance needs and retain control of the client relationship. 

Why DPL
Ease

Provide insurance solutions via our licensed agents

Access

Expand your offerings with holistic financial planning

Control

Bring insurance under your fiduciary umbrella

Type Summary
Variable Universal Life Insurance

Variable Universal Life is a permanent life insurance policy where the cash value is invested in funds or fixed accounts providing opportunity for growth. Its structure allows for flexible premium payments and an adjustable death benefit, which can be impacted by the investment performance of the cash value. Because of its variable...

Solves for Legacy Planning, Life Insurance, Retirement Income, Wealth Accumulation
Disability Income Insurance

Disability Income (DI) Insurance is purchased to protect clients against loss of income from an unexpected injury or illness. An individual DI insurance policy pays a monthly benefit that replaces a portion of their income in the event of a disability, so your clients can take comfort in knowing their current lifestyle...

Solves for Income Replacement
Term Life Insurance

Term life insurance offers an affordable means of securing protection for a specified period of time. While term life insurance does not build cash value like whole life insurance, it comes at a reduced cost with less stringent underwriting requirements, making it more cost-effective and accessible.

Solves for Life Insurance, Legacy Planning
 
 

Webinar

Aug 24, 2023
Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...
David Lau

Video

Feb 07, 2019
David Lau explains why advisors have to bill on insurance as they would on any...

Video

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

Video

Dec 10, 2019
David Lau explains how no-load insurance helps advisors differentiate their practice.

Video

May 13, 2021
RIA Consultant, Jonathan Barth, shares the difference that using Commission-Free insurance and annuities makes for...

Video

Jan 24, 2020
More and more advisors are joining DPL. David Lau explains the industry's reaction to what...

Video

Sep 29, 2020
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access...

Video

Jun 13, 2022
This RIA Lab replay explores the many options available that allow RIAs to deliver a...

Video

Jan 22, 2020
DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the...

Have more questions about our insurance offering?

Call us at 888.327.0049 to speak to a DPL Consultant.

*Insurance products offered by DPL Term Insurance Solutions.