Case Study
Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...
Video
DPL Consultant Jeff Rancourt has been analyzing clients’ legacy annuity policies for more than a...
Video
DPL Consultant Jason Mazur talks about helping a member find a lower cost solution to...
Video
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with...
Video
DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients...
Article
It happens all the time…clients walk in and, through a fact-finding exercise or just in...
Article
As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every...
Webinar
Article
The Power and Importance of Commission-Free Insurance
I love the culture we’ve created at DPL....