Nicole Benz specializes in analysis of complex variable annuities; she brings product and strategic insight to help RIAs leverage commission-free insurance solutions that fit their fiduciary business model. Nicole has more than six years of experience distributing annuities in the RIA and independent broker-dealer channels. A University of Kentucky graduate, Nicole holds her Series 6 and 63, in addition to her Kentucky and Texas Life Insurance Licenses.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
LOUISVILLE, KY., Feb. 6, 2018 – DPL Financial Partners (“DPL”) today announced a growth capital...
Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients.
Having started his career in the home-based healthcare industry, Joseph Condict has an acute appreciation for thoughtful
Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RI
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.