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Resources

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Showing Results of 102

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...

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...

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...

Webinar

Annuities 101: How & When to Use Commission-Free Annuities in a Holistic Financial Plan

May 20, 2020
Advisor interest in no-load products continues to grow and technology makes it possible to model...

Video

A Day at DPL with David Blanchett | Level setting with annuities

May 18, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

Webinar

How Advisors Work with Dimensional Fund Advisors

May 13, 2020
Dimensional’s Head of Insurance, Matt Cobb, VP of Global Client Group, Leigh Jedeikin, and DPL...

Video

A Day at DPL with David Blanchett | The magnitude of failure

May 12, 2020

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

Webinar

Repurposing Existing Annuities to Meet Goals in the Financial Plan

May 06, 2020
Often, a prospective client will come in the door owning one or more commission-based annuities...

Video

A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset

May 06, 2020

In this short video, David Blanchett addresses the importance of guaranteed income and his belief...

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©2020 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.