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Showing Results of 34

Article

How to Generate Guaranteed Lifetime Income

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

Podcast

Aging with Grace: Long-Term Care Plans Protect Assets

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

Podcast

Aging with Grace: Understanding Income vs. Assets in Retirement

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

Podcast

Retire With Style| Episode 48: How Contractual Income Solutions Fit in a Fee-Only World

Jan 17, 2023
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is...

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

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...

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...

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

How to Talk to Clients about Annuities

Jun 10, 2022
Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Video

How DPL Brings Innovative Annuity Products to Market

Jun 08, 2022
Vice President of Business Development, Sam Johnson, shares how DPL works with its carrier partners...

Video

Annuity Myth: How DPL Improves Annuities for Advisors and Clients

Jun 07, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

Webinar

Solving for Yield with the Avantis Barclays Volatility Control Index

Jun 07, 2022
Many of the indices you see today are built to illustrate well rather than to...

Video

Annuities: A Packaged Income Stream for Retirement

Jun 01, 2022
Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

How DPL Commission-Free Annuities Help with Inflation Risk

May 31, 2022
Vice President of Member Success, Tim Rembowski, shares how DPL can help financial advisors adjust...

Podcast

Talk Your Book: Rethinking the 4% Rule

May 02, 2022
Wade Pfau, Professor of Retirement Income at The American College, and CEO and Founder of...

Video

The Era of Low Interest Rates

Dec 10, 2021
DPL's Founder and CEO, David Lau, explains what this era of low interest rates means...

Case Study

How Lantz Financial Creates an Insurance “Hub” with DPL

Aug 03, 2021
Dan Rohlfing and the Lantz Financial Team uses DPL's MYGA Marketplace in their hybrid practice...

Case Study

Run the Numbers on DPL's Fixed Income Comparison Tool

Aug 01, 2021
Discover how an annuity can impact your clients' retirement plan with DPL's Fixed Income Comparison...

Video

DPL's Advisor Podcast Series

May 15, 2021
Listen to DPL's newest advisor podcast series; Advisor Revelations and A Day at DPL. You...

Video

Why annuities belong in a 401K plan

May 13, 2021
DPL's David Lau explains why he believes annuities belong in a 401(K) plan and how...

Article

Why the Insurance Industry Needs to Evolve and Why Now

Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...

Video

A Day at DPL with David Blanchett | Retirement planning for younger clients

Jun 25, 2020
Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

A Day at DPL with David Blanchett | Goal setting with clients

Jun 25, 2020
David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Video

A Day at DPL with Wade Pfau | Consumer attitudes about annuities

Feb 04, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau explore some of...

Video

A Day at DPL with Wade Pfau | How to allocate to an annuity

Feb 04, 2020
Many advisors ask DPL about allocating to an annuity . Wade Pfau PhD, CFA, RICP...

Video

A Day at DPL with Wade Pfau | Annuities vs. a total return approach to generate retirement income

Feb 04, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau discuss how the...

Video

A Day at DPL with Wade Pfau | 3 Ways to fund retirement spending goal

Feb 03, 2020
When funding a retirement spending goal, there are 3 key ways to do so successfully...

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