As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance with forecasting, financial reporting, general sales trend data analytics & ad hoc reporting. Prior to joining the DPL team, Zane worked at Leidos, a leading government service & information technology company, focusing on forecasting and reporting within the IT budget. Zane earned a BS in Finance from Syracuse University.
Jenn Czubak brings energy, enthusiasm and a strong belief in the rightness of Commission-Free insurance for RIAs and their clie
With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities t
Imagine if you had to replicate every mutual fund you purchased by buying individual equities...
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
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.