DPL Financial Partners has surpassed $5 billion in annuity assets on its platform, marking a major milestone for the fast-growing marketplace that connects registered investment advisors (RIAs) with commission-free insurance and annuity products.
The surge, company executives say, reflects accelerating adoption of fee-based annuities among advisors and a growing appetite from investors for transparent, low-cost retirement-income solutions.
“Surpassing $5 billion on platform is a significant accomplishment and reflects DPL’s leadership position as more RIA firms seek a holistic, integrated insurance solution,” said DPL founder and CEO David Lau.
“The largest, fastest-growing firms are leveraging our technology, products, and expertise to help achieve their growth goals. Our solutions not only help them drive efficiency and recurring revenue but also unlock significant value for their clients through better-priced products and enhanced benefits that strengthen their financial plans,” Lau added.
LIMRA forecasts full-year 2025 annuity sales of $364 billion to $410 billion, noting the range is wide because of interest-rate uncertainty. Annual annuity sales above $400 billion are now considered a baseline, Lau said. As product mix continues to evolve—with newer vehicles such as registered index-linked and fixed-indexed annuities driving growth—advisors who understand the nuances of today’s products can better positioned to serve clients seeking guaranteed income and downside protection.