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
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.
Insurance
| 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. |
Insights and Resources
Webinar
Dec 03, 2020
Advent has partnered with DPL Financial Partners to bring the Advent Insurance Marketplace to Black...
Article
Aug 13, 2021
What's Behind The Boom In Annuity Sales? In the second quarter of 2021, annuity sales...
Webinar
Jul 30, 2020
DPL Financial Partners Founder & CEO David Lau and leaders from Midland National’s RIA Strategy...
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.