Resources

Showing Results of 13

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

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

Real World Case Study: How an advisor saved a client from a “steak dinner” commissioned annuity

Jan 14, 2020

Consultant Marcus Ellingwood explains how DPL is helping advisors better understand how Commission-Free annuities work.

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

Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

Feb 07, 2019

DPL's Tim Rembowski takes you through a real case where he worked with a member...

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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