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Showing Results of 56

Podcast

Aging with Grace: Season 3 | Episode 5

Apr 14, 2023

David Lau, Founder and CEO of DPL Financial Partners, returns to Aging with Grace 55+...

Case Study

Using FIAs to Generate Guaranteed Income with Tim Brown

Jan 24, 2023

Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

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

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

Commission-Free Annuity vs. Fixed Income for Retirement Strategy

Jun 06, 2022

DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members can solve for under- performing fixed...

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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