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Issuing Your Annuity - Client Insights

DPL Financial Partners
April 04, 2022

From Application to Activation, our team can help.

Learn how DPL makes issuing your annuity as easy as 1, 2, 3.

Understanding The Annuity Process

Through DPL Financial Partners, you and your advisor have access to a variety of Commission-Free annuities to meet the goals of your financial plan. In order to facilitate the issuing of variable and fixed index annuities, DPL works with The Leaders Group, an independent broker-dealer separate from DPL.

The Leaders Group provides assistance by ensuring the accuracy of the information required to issue your annuity. The Leaders Group will email you directly to verify the information on your new account paperwork, and will reference the DPL Consultant you and your advisor worked with when selecting your annuity. These security measures ensure your information is protected, and you’re receiving the annuity you selected.

There are three basic steps to issuing an annuity, and the following chart explains how you, your advisor, DPL, and The Leaders Group are involved in the process.

1. Application

After you work with your advisor to select the right annuity for you, DPL will help complete the application and any necessary paperwork.

2. Verification

As the annuity paperwork is being processed, you will receive an email from The Leaders Group verifying the information you’ve provided.

3. Activation

After the annuity application has been processed, your contract will be issued. You can activate online account access and will receive a hard copy of the contract post-issue.

 

If you have any questions about DPL Financial Partners or The Leaders Group, your advisor can connect you with a DPL Team member.