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Showing 8 Results of 17

Case Study

Edison Byzyka on Fueling Growth with DPL + Orion

Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...

Case Study

How Scott Marquardt & Team Leveraged the Breakaway Accelerator Program

Jul 09, 2024
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023...

Case Study

Integrating insurance solutions in retirement planning with Tyler Peterson

Sep 15, 2023
As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a...

Case Study

How Joe Flinner Uses the RISA® for Prospecting & Creating Value for Existing Clients

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

Case Study

Jamie Upson Uses Annuities to Help Mitigate Risk in Client Portfolios

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

Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

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

Case Study

The Retirement Income Style Awareness (RISA) Profile: Planning

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

Case Study

The Retirement Income Style Awareness (RISA) Profile: Validating

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

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...

Case Study

Laura Powers Uses the Annuity Rescue+ Process to Transition 200+ Annuities

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

Case Study

Chuck Failla Utilizes DPL's Annuity Rescue+ Process to Transition His Clients

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

Case Study

How Fixed Index Annuities with Increasing Income Options Work for Spencer Hall

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

Case Study

How the MYGA Changed Retirement Planning for Nola Kulig

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

Case Study

How Tommy Martin Rediscovered the Power of Annuities

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

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

Echo Huang Leverages DPL to Strengthen Her Firm & Offering

Aug 03, 2021
Echo Huang, President & Founder of independent RIA Echo Wealth Management, partners with DPL to...

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...

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