Resources

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Article

Common RIA Misconceptions about Annuities

Jul 01, 2019

Read about the common misconceptions RIAs have about annuities, and the truth behind 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...

Case Study

Using no-load annuities to provide clients peace of mind

May 16, 2019

When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the...

Video

Our Carrier Partners’ Commitment to the RIA Market

May 15, 2019

DPL Senior Consultant Cody Williams talks about the level of commitment DPL’s carrier partners bring...

Case Study

Insurance becomes an asset

May 15, 2019

Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...

Video

How Commission-Free Solutions Address Challenges to Wealth Accumulation

May 13, 2019

DPL Consultant Jason Mazur explains how Commission-Free annuities can help advisors and clients take advantage...

Video

DPL’s Responsibility as the Licensed Insurance Professional

May 13, 2019

DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client...

Webinar

Leveraging Insurance to Solve Important De-risking Problems

May 13, 2019

With the bull showing signs of ending, and a low (and possibly rising) interest rate...

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...

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