In Moringstar's The Long View Podcast, Christine Benz and Jeffery Ptak sit down with DPL Financial Partners Founder and CEO, David Lau, to discuss disentangling annuities and life insurance from their high-cost, high-commission roots—and why fixing long-term-care coverage could be next.
Our guest on the podcast today is David Lau, founder and CEO of DPL Financial Partners, which develops and distributes low-cost, commission-free insurance and annuity products. In addition, DPL Financial Partners provides tools and educational resources for registered investment advisors and individual investors. Prior to founding DPL, David was chief operating officer of Jefferson National and before that he was principal and co-founder of the Oysterhouse Group, a management consulting firm. He also served as chief marketing officer of E-Trade Bank and its predecessor TeleBank. David received his bachelor's degree in economics from the College of William and Mary.