Resources

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Article

Advisor Alert Newsletter

Aug 10, 2020

DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to see...

Article

RIA Retirement Planning Survey 2020: Executive Summary & Key Findings

Jul 30, 2020

The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...

Webinar

Understanding and Utilizing Midland National’s Capital Income FIA with Health- Activated Income Rider

Jul 30, 2020

DPL Financial Partners Founder & CEO David Lau and leaders from Midland National’s RIA Strategy...

Video

A Day at DPL with David Blanchett | Goal setting with clients

Jun 25, 2020

David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Video

A Day at DPL with David Blanchett | Retirement planning for younger clients

Jun 25, 2020

Starting the conversation with younger clients about annuities and retirement income is easier than you...

Podcast Series

A Day at DPL Podcast

Jun 18, 2020

This educational series explores industry trends and best practices, providing advisors like you with critical...

Podcast Series

Advisor Revelations Podcast

Jun 17, 2020

This new podcast series features stories from advisors across the country. You'll gain insights that...

Webinar

Understanding & Utilizing Transamerica’s I-Share Variable Annuity

Jun 11, 2020

DPL Financial Partners Founder and CEO, David Lau, provides an introduction to Transamerica, our newest...

Video

A Day at DPL with David Blanchett | The power of Commission-Free annuities

Jun 08, 2020

DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be...

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