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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
 
 

Case Study

Sep 15, 2023
As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a...

Video

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

Video

May 03, 2021
DPL's Jonathan Barth explains the significant difference between products sold on a commissioned basis, and...

Article

Aug 13, 2021
What's Behind The Boom In Annuity Sales? In the second quarter of 2021, annuity sales...

Video

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

Video

Jun 07, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

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...

Video

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

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.