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Insurance Solutions

We make it easy to provide insurance solutions for a holistic approach to financial planning. With DPL* as your outsourced insurance desk, you can fulfill clients’ insurance needs and retain control of the client relationship. 

Why DPL
Ease

Provide insurance solutions via our licensed agents

Access

Expand your offerings with holistic financial planning

Control

Bring insurance under your fiduciary umbrella

Type Summary
Variable Universal Life Insurance

Variable Universal Life is a permanent life insurance policy where the cash value is invested in funds or fixed accounts providing opportunity for growth. Its structure allows for flexible premium payments and an adjustable death benefit, which can be impacted by the investment performance of the cash value. Because of its variable...

Solves for Legacy Planning, Life Insurance, Retirement Income, Wealth Accumulation
Disability Income Insurance

Disability Income (DI) Insurance is purchased to protect clients against loss of income from an unexpected injury or illness. An individual DI insurance policy pays a monthly benefit that replaces a portion of their income in the event of a disability, so your clients can take comfort in knowing their current lifestyle...

Solves for Income Replacement
Term Life Insurance

Term life insurance offers an affordable means of securing protection for a specified period of time. While term life insurance does not build cash value like whole life insurance, it comes at a reduced cost with less stringent underwriting requirements, making it more cost-effective and accessible.

Solves for Life Insurance, Legacy Planning
 
 

Webinar

Sep 28, 2023
Join us for an informative and interactive member update led by DPL Founder and CEO...

Video

May 15, 2021
Listen to DPL's newest advisor podcast series; Advisor Revelations and A Day at DPL. You...

Article

Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...

Video

Jan 22, 2020
DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the...

Video

Jun 08, 2022
Lead Consultant, Jonathan Barth, shares how the DPL team help financial advisors explore and understand...

Video

May 13, 2021
Founder and CEO, David Lau, describes the mission-driven nature of DPL and how the team...
David Lau

Video

Feb 07, 2019
David Lau explains why advisors have to bill on insurance as they would on any...

Video

May 12, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

Video

May 26, 2022
DPL’s Lead Consultant, Nicole Benz, shares how financial advisors can utilize Commission-Free annuities to exchange...

Have more questions about our insurance offering?

Call us at 888.327.0049 to speak to a DPL Consultant.

*Insurance products offered by DPL Term Insurance Solutions.