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Showing Results of 14

Podcast

Aging With Grace: Season 2 | Episode 11

Oct 18, 2022

Listen as host of the Aging with Grace 55+ podcast interviews DPL's Founder and CEO...

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...

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...

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

Annuities for Legacy Planning

Jun 10, 2022

Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities...

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

Learn & Grow Your Firm with DPLU

Jun 07, 2022

Director of Product Marketing, Rob Saag, shares how DPL Members can expand their knowledge and...

Video

Commission-Free Annuity vs. Permanent Life Insurance for Retirement Strategy

May 26, 2022

DPL’s Lead Consultant, Nicole Benz, shares how financial advisors can utilize Commission-Free annuities to exchange...

Webinar

Navigating the Important Decisions for Clients' Retirement Success

Sep 14, 2021

Transitioning from accumulation to retirement can be a complicated process, and requires strong advisor-client preparation...

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.

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