Showing Results of 8
Case Study
May 16, 2019
When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the...
Video
Feb 08, 2019
DPL Consultant Jeff Rancourt has been analyzing clients’ legacy annuity policies for more than a...
Video
Nov 30, 2018
DPL Consultant Nicole Benz discusses variable universal life insurance and how a commission-free solution helped...
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...