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Showing 9 Results of 135

Article

Oct 14, 2025
Questions to start the process As the autumn air turns crisp, it’s a good time...

Article

Sep 24, 2025
A three-step strategy for a more confident retirement. Many Americans save for a dream retirement...

Article

Jul 17, 2025
From financial freedom to legacy planning, annuities can help retirees without children achieve their retirement...

Article

Feb 20, 2025
If you ask retirees who receive income from an annuity why they purchased the product...

Article

Jan 15, 2025
Chances are, somebody at some point has tried to dissuade you from even considering an...

Article

Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...

Article

Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note...

Article

May 10, 2024
Annuities can help reduce risks associated with longevity and cognitive decline. Note: This is the...

Article

Mar 14, 2024
Sure, annuities can deliver guaranteed retirement income, but they can do a lot more. Annuities...

Article

Jan 16, 2024
Annuities deliver guaranteed retirement income, but misconceptions hold some people back. 1 Many people who...

Podcast

Jan 15, 2024
David Lau, Founder & CEO of DPL Financial Partners, joins Dale Josey on Aging with...

Article

Nov 17, 2023
Misconception #1: “I won’t run out of money — I don’t want or need guaranteed...

Article

Nov 13, 2023
Guaranteed lifetime income can play a valuable role in a retirement plan, providing a predictable...

Webinar

Oct 24, 2023
Don't miss this opportunity to modernize your financial advisory practice and organically grow AUM with...
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Webinar

Sep 28, 2023
Join us for an informative and interactive member update led by DPL Founder and CEO...
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Case Study

Sep 01, 2023
Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered...

Podcast

Aug 30, 2023
Why plan for long-term care? Amy Arnett, Director of Insurance Solutions at DPL Financial Partners...

Podcast

Aug 04, 2023
Pensions have become a thing of the past. Getting a gold watch at retirement is...

Podcast

Jul 13, 2023
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating...

Podcast

Jul 11, 2023
Make sure your retirement can generate income for life. Willie Jones from DPL Financial Partners...

Podcast

May 31, 2023
David Lau, founder, and CEO of DPL Financial Partners, returns to discuss the benefits of...

Podcast

May 02, 2023
Comfort is the enemy of progress, especially in business. Adapting to new models and driving...

Podcast

Apr 14, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to Aging with Grace 55+...

Podcast

Feb 15, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to share his insights on...

Podcast

Feb 10, 2023
The use of annuities by RIAs continues to grow. David Lau, one of the leading...

Case Study

Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Podcast

Jan 27, 2023
Enjoy the origin story of David Lau, Founder and CEO of DPL Financial Partners. David...

Case Study

Jan 25, 2023
Using RISA as a first step in the planning process As a holistic financial planner...

Case Study

Jan 25, 2023
Using RISA to validate existing plans Market volatility can be a wakeup call for financial...

Case Study

Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

Case Study

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Case Study

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...

Case Study

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...