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Resources

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Showing 9 Results of 170

Video

Educating Advisors about fee-only insurance options

Jan 13, 2020
When DPL brings on a new firm, our Consultants start by taking an in-depth look...

Video

How we work with breakaways

Jan 09, 2020
Breakaway RIAs can benefit from partnering with DPL for many reasons. Consultant Ross McGoodwin explains...

Video

Advisor Reaction: “I can’t unsee this.”

Dec 11, 2019
David Lau describes an advisor's reaction after taking a closer look at how annuities can...
David Lau

Video

Why low yield environments are a good time to use an annuity

Dec 10, 2019
Bond yields being low makes annuities even more appealing compared to fixed income. David Lau...

Video

Using no-load insurance to differentiate your practice

Dec 10, 2019
David Lau explains how no-load insurance helps advisors differentiate their practice.

Video

Implementing insurance using technology

Dec 10, 2019
Sam Johnson explains how DPL helps advisors integrate insurance solutions into Orion, MoneyGuidePro and other...

Video

Real World Case Study: Providing fee-only secure income solutions

Dec 10, 2019
DPL Consultant Ross McGoodwin talks about how DPL can provide fee-only, secure income solutions for...

Article

Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know

Oct 28, 2019
ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what...
READ THIS AT THINKADVISOR

Podcast

The Money Savage Podcast

Sep 26, 2019
On this show, we talked about disrupting the life insurance and annuity markets through Commission-Free...

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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.