Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and Accounting at Interstate Van Lines. Previously, he was part of the team at Telebank, and helped transition the company after its acquisition by E-Trade. Yung has a BS in accounting from San Diego State University.
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David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
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DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
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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.