Resources

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Article

Why the Insurance Industry Needs to Evolve and Why Now

Jan 13, 2021

The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products are...

Webinar

Repurposing Existing Annuities to Meet Goals in the Financial Plan

Sep 30, 2020

In this session, Nicole Benz will discuss three ways fee-only advisors are leveraging Commission-Free alternatives...

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

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

Tailoring our approach for breakaways

Jan 14, 2020

Nicole Benz, Consultant, talks about how DPL tailors our approach for breakaway firms to be successful.

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...

Webinar

Repurposing Existing Annuities to Meet Goals in the Financial Plan

Nov 20, 2019

Learn how a fiduciary-friendly, Commission-Free alternative can potentially reduce costs while helping to satisfy goals...

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

Annuity Rescue+

Feb 07, 2019

DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients...

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