Showing Results of 12
Webinar
May 06, 2020
Often, a prospective client will come in the door owning one or more commission-based annuities...
Video
Jan 14, 2020
Consultant Marcus Ellingwood explains how DPL is helping advisors better understand how Commission-Free annuities work.
Video
Jan 14, 2020
Nicole Benz, Consultant, talks about how DPL tailors our approach for breakaway firms to be successful.
Video
Dec 11, 2019
David Lau describes an advisor's reaction after taking a closer look at how annuities can...
Webinar
Nov 20, 2019
Learn how a fiduciary-friendly, Commission-Free alternative can potentially reduce costs while helping to satisfy goals...
Case Study
May 15, 2019
Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...
Video
Feb 07, 2019
DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients...
Video
Feb 07, 2019
DPL's Tim Rembowski takes you through a real case where he worked with a member...
Article
Jan 30, 2019
It happens all the time…clients walk in and, through a fact-finding exercise or just in...