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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.

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.

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.

Long Term Care Insurance

Long term care insurance provides funds for care when it’s needed, protecting income for a surviving spouse and substantially reducing the loss of value in the estate due to long term care (LTC) costs. Traditional and hybrid options are available.

 
 

Video

May 13, 2021
Founder and CEO, David Lau, describes the mission-driven nature of DPL and how the team...

Webinar

Dec 03, 2020
Advent has partnered with DPL Financial Partners to bring the Advent Insurance Marketplace to Black...

Video

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

Video

Feb 07, 2019
David Lau talks about the importance of DPL’s Founding Members to the company and the...
David Lau

Video

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

Video

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

Video

Nov 30, 2018
DPL Consultant Nicole Benz discusses variable universal life insurance and how a commission-free solution helped...

Video

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

Video

Jan 22, 2020
DPL consultants lead with education. Ross McGoodwin tells us how DPL supports fee-only advisors and...

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.

DPL


©2023 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.