Video
David Lau explains how no-load insurance helps advisors differentiate their practice.
Video
DPL Consultant Ross McGoodwin looks at the option of a Multi-Year Guaranteed Annuity (MYGA) over...
Video
When an RIA firm joins DPL, our team helps advisors incorporate Commission-Free solutions into their...
Video
Bond yields being low makes annuities even more appealing compared to fixed income. David Lau...
Video
DPL consults with our carrier partners, sharing insight and feedback from our members to help them...
Article
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
Article
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...
Case Study
When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the...
Case Study
Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...