Showing Results of 8
Video
Jan 10, 2020
Firms with UHNW clients can more efficiently fund retirement income by using annuities. Consultant Marcus...
Webinar
Dec 05, 2019
Learn how the tax-advantaged and unique design of Commission-Free private placement annuities and life insurance...
Case Study
May 16, 2019
When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the...
Article
Nov 19, 2018
Advisors will often say their clients are "self-insured." But because insurance is, by definition, the...
Webinar
Oct 11, 2018
DPL Founder and CEO, David Lau, and TIAA’s Dennis Rupp, Director of Insurance Distribution for...
Article
May 30, 2018
DPL was honored to sponsor NAPFA’s recent Spring Conference in Phoenix. Having worked to develop...
Webinar
May 29, 2018
DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices. Details...
White Paper
Jun 30, 2015
Retirement-income planning has emerged as a distinct field in the financial services profession. But because...