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

Resources

Filter, sort, and browse our knowledge base.

Showing 9 Results of 170

Case Study

How Joe Flinner Uses the RISA® for Prospecting & Creating Value for Existing Clients

Sep 01, 2023
Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered...

Webinar

Modern Solutions for Long-Term Care Planning

Aug 24, 2023
Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...
Learn more
4303147

Podcast

Aging with Grace: Protecting Retirement Income

Aug 04, 2023
Pensions have become a thing of the past. Getting a gold watch at retirement is...

Podcast

Investors First Podcast: Insurance, Annuities & The Outsourced Chief Insurance Officer with David Lau, DPL & Dr. Wade Pfau, RISA

Jul 13, 2023
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating...

Podcast

Aging with Grace: Understanding Income vs. Assets in Retirement

Jul 11, 2023
Make sure your retirement can generate income for life. Willie Jones from DPL Financial Partners...

Podcast

Aging with Grace: Season 3 | Episode 6

May 31, 2023
David Lau, founder, and CEO of DPL Financial Partners, returns to discuss the benefits of...

Podcast

WealthTech on Deck: Driving Disruption in the Insurance Industry with David Lau

May 02, 2023
Comfort is the enemy of progress, especially in business. Adapting to new models and driving...

Podcast

Aging with Grace: Season 3 | Episode 5

Apr 14, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to Aging with Grace 55+...

Podcast

Aging with Grace: Season 3 | Episode 3

Feb 15, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to share his insights on...

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.