Resources

Showing Results of 25

Video

How DPL shares feedback between members and carriers

Jan 14, 2020

Hear DPL Financial Partners Sam Johnson elaborate on DPL's commitment to provide feedback to our...

Video

How we consult with our carrier partners

Jan 10, 2020

DPL consults with our carrier partners, sharing insight and feedback from our members to help them...

Article

RIA Retirement Planning Benchmarking Survey: Executive Summary & Key Findings

Jun 25, 2019

The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...

Article

Finding a Better Retirement Income Solution

Feb 28, 2019

As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a...

Video

David Lau’s Perspective: Product Development for the RIA Market

Feb 07, 2019

DPL’s David Lau talks about the product development process for the RIA market.

Video

How DPL Works with Carriers to Develop Distribution Strategies for RIA Market

Feb 07, 2019

DPL’s David Lau talks about the challenges for carriers who are looking to distribute their...

Video

David Lau’s Perspective: Product Distribution in the RIA Channel

Feb 07, 2019

DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy...

Video

Product Development with our Carriers

Feb 07, 2019

DPL’s David Lau talks about how DPL works with our carrier partners to develop products...

Video

DPL’s Membership model explained

Feb 07, 2019

DPL has strategically partnered with over 200 RIA firms to bring low-cost, Commission-Free solutions, designed...

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.

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Become a member