Sorry, you need to enable JavaScript to visit this website.

Resources

Filter, sort, and browse our knowledge base.

Showing 9 Results of 170

Article

Just OK Is Not OK for Retirement Income

Jan 23, 2020
WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated...
READ THIS AT WEALTHMANAGEMENT.COM

Video

What advisors see when they become open to insurance

Jan 22, 2020
David Lau explains what benefits advisors notice as they begin to explore insurance options with...

Video

How DPL supports fee-only advisors in client insurance conversations

Jan 22, 2020
DPL consultants lead with education. Ross McGoodwin tells us how DPL supports fee-only advisors and...

Video

Has it gotten easier to talk to fee-only advisors about insurance?

Jan 22, 2020
DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the...

Video

How DPL Helps Breakaways Smooth the Transition

Jan 14, 2020
Consultant Ross McGoodwin explains how DPL helps breakaway firms seamlessly transition when leaving their broker-dealer.

Video

Advisor Reaction: “What if we don’t do this?”

Jan 14, 2020
David Lau discusses what will happen if advisors choose not to partner with DPL and...

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...
Willie Jones

Video

Working with DPL vs. Working with Commissioned Insurance Agencies

Jan 14, 2020
Willie Jones explains how Commission-Free annuities and insurance can deliver greater value to an advisory...

Video

Advisor response to DPL after the first year

Jan 13, 2020
Hear DPL Financial Partners CEO & Founder, David Lau, speak to advisors response to DPL...

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.