Traditional annuity applications were cumbersome, often involving 40+ pages of paperwork just to get started. They were slow, manual, and complex, especially since annuities are, at their core, insurance contracts. Today, DPL is changing the game. Its platform leverages modern technology to cut through the paperwork, automating and digitizing what used to be a tedious and time-consuming process.
In this episode, Jackson Bradley talks with Matt Robinson, Internal Consultant at DPL Financial Partners. Matt brings a decade of financial services experience to his role at DPL. He works with advisors to get them used to the platform, educates them on advisory solutions, especially in the annuity space, and assists with actual cases, so they have an expert to rely on and help them operationally.
Jackson and Matt discuss the operational side of annuities and how they have improved over time. They share how DPL simplifies annuity application processes for advisors and their clients, from the cumbersome paper-based methods to the streamlined digital solutions available today. Matt also talks about how DPL's tech-forward tools, like the Apply Now feature, streamline the process and save advisors time and effort.
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