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Showing 9 Results of 20

Article

Could Your Annuity Be Doing More for You?

Jun 10, 2025
For annuities purchased in the past 20 years, it’s time to do some comparison shopping...

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...
Learn more
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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...

Video

Using RILAs for Upside Potential & Downside Protection

Jun 01, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how financial advisors can leverage Commission-Free registered index-linked annuities...

Video

DPL's Advisor Podcast Series

May 15, 2021
Listen to DPL's newest advisor podcast series; Advisor Revelations and A Day at DPL. You...

Video

How Commission-Free insurance benefits breakaway advisors

May 13, 2021
RIA Consultant, Jonathan Barth, shares the difference that using Commission-Free insurance and annuities makes for...

Video

Why annuities belong in a 401K plan

May 13, 2021
DPL's David Lau explains why he believes annuities belong in a 401(K) plan and how...

Video

Why stocks and annuities are the new "Plan A"

Apr 28, 2021
DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for...

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...

Video

How DPL Helps Breakaways Smooth the Transition

Jan 14, 2020
Consultant Ross McGoodwin explains how DPL helps breakaway firms seamlessly transition when leaving their broker-dealer.
Willie Jones

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...

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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.