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Insurance Solutions

At DPL, we recognize that insurance is a critical component of a comprehensive financial plan. With DPL as your outsourced insurance desk, you can fulfill client’s insurance needs and retain control of the client relationship. Our holistic approach ensures that your clients’ financial goals are met with tailored, commission-free insurance products that enhance their overall wealth management strategy.

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
 
 

Video

May 18, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

Video

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

Video

May 06, 2020
In this short video, David Blanchett addresses the importance of guaranteed income and his belief...

Video

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

Video

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

Webinar

Sep 28, 2023
Join us for an informative and interactive member update led by DPL Founder and CEO...
4331653

Video

Apr 28, 2021
DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for...

Webinar

Aug 24, 2023
Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...
4303147

Article

Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...

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.