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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.

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.

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
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.

Solves for Life Insurance
 
 

Video

Jun 08, 2022
Lead Consultant, Jonathan Barth, shares how the DPL team help financial advisors explore and understand...

Video

May 18, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...
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
Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Webinar

Jan 21, 2021
Get a review of 2020, market predictions for 2021, and how our members can stay...

Video

Apr 20, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau...

Video

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

Video

Jan 14, 2020
Nicole Benz, Consultant, talks about how DPL tailors our approach for breakaway firms to be...

Article

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

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.