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Resources

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Showing 9 Results of 19

Webinar

Unlocking Success: Product & Technology Innovation at DPL

Sep 28, 2023
Join us for an informative and interactive member update led by DPL Founder and CEO...
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Case Study

Chuck Failla Utilizes DPL's Annuity Rescue+ Process to Transition His Clients

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

Laura Powers Uses the Annuity Rescue+ Process to Transition 200+ Annuities

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

How Tommy Martin Rediscovered the Power of Annuities

Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...

Podcast

Barron's Advisor: The Way Forward Podcast- Guaranteed Income in a Time of Heightened Volatility

Jun 27, 2022
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider Commission-Free...

Podcast

Aging With Grace: Season 2 | Episode 10

Jun 27, 2022
In this episode, Dale Josey interviews the founder and CEO of DPL Financial Partners about...

Video

Investment News RIA Labs: Fee Based Everything

Jun 13, 2022
This RIA Lab replay explores the many options available that allow RIAs to deliver a...

Video

Low Interest and High Inflation – Solve: Commission-Free Annuities

Jun 09, 2022
Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming...

Video

How to Use DPL’s Annuity Product Discovery Calculators

Jun 07, 2022
Vice President of Member Success, Tim Rembowski, explains how the DPL Product Discovery Tools help...

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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.