Showing 9 Results of 523
Sep 04, 2025
Annuities are often popular with retirees and those looking to retire because of the steady...
Article
Aug 21, 2025
Could annuities be the answer? U.S. annuity sales soar to a new record in the...
Aug 12, 2025
Most people who own annuities are middle class. Seventy percent of annuity owners had total...
Article
Jul 17, 2025
From financial freedom to legacy planning, annuities can help retirees without children achieve their retirement...
Jul 10, 2025
I recently read another story in the trade press about an advisor approaching income for...
Jun 30, 2025
The RIA channel is set to be the next near-term growth opportunity for the annuity...
Jun 13, 2025
According to the Urban Institute, the population of Americans age 65 and older is on...
Jun 12, 2025
Annuity sales remain near record highs as investors prioritize stability. RILAs, with upside potential and...
Article
Jun 10, 2025
For annuities purchased in the past 20 years, it’s time to do some comparison shopping...
Article
May 22, 2025
Annuities offer a haven in volatile times. Many people love white-knuckle thrills. Tales of zombie...
Apr 25, 2025
For many clients, the primary objective in retirement saving is creating as big a nest...
Apr 23, 2025
Advisors on high-profile platform gain access to DPL’s technology and commission-free insurance marketplace to improve...
Article
Apr 15, 2025
A 2022 law makes it possible for annuities to deliver guaranteed income and tax relief...
Article
Mar 17, 2025
Multi-year guaranteed annuities help protect savings when markets are volatile, while delivering compelling returns and...
Mar 14, 2025
DPL Financial Partners, the leading platform for commission-free annuities, today announced that it led the...
Mar 01, 2025
Researchers warn the average American will live many more years in retirement than expected, won’t...
Article
Feb 20, 2025
If you ask retirees who receive income from an annuity why they purchased the product...
Feb 10, 2025
When the Senate Committee on Health, Education, Labor, and Pensions puts President Donald Trump’s Labor...
Jan 16, 2025
RIA insurance platform recognized for groundbreaking annuity solutions for advisors LOUISVILLE, KY, Jan. 16, 2025...
Article
Jan 15, 2025
Chances are, somebody at some point has tried to dissuade you from even considering an...
Dec 18, 2024
Industry leaders will provide guidance on development of offerings for RIAs LOUISVILLE, KY, Dec. 18...
Dec 17, 2024
David Lau, the founder and CEO at DPL Financial Partners, is widely recognized as an...
Article
Dec 06, 2024
2024 was a watershed year for annuities – and that’s likely to continue. When people...
Dec 04, 2024
DPL Financial Partners LLC, which offers advisers access to commission-free annuities, has gotten a $23...
Dec 04, 2024
DPL Financial Partners, a platform for commission-free annuities, has raised $23m in a Series C...
Dec 03, 2024
A Louisville-based platform for commission-free annuities closed a round of primary capital funding Tuesday it...
Dec 03, 2024
Series C funding will accelerate platform development and expand distribution of commission-free annuities and insurance...
Dec 02, 2024
CEO David Lau talked to RIAs before accepting capital from TIAA and others and wants...
Nov 12, 2024
Partnership with leading wealthtech platform provides integrated view of annuities and other insurance products as...
Article
Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...
Oct 25, 2024
Within the financial services world, few products kindle stronger opinions than annuities. The promise of...
Oct 25, 2024
As Americans scramble to fund 30 years of retirement, their quest for guaranteed income has...
Article
Oct 24, 2024
Survey Key Findings DPL Financial Partners conducted a survey of financial professionals to measure sentiment...
Webinar
Oct 08, 2024
Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage...
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Article
Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...
Sep 25, 2024
One of the biggest challenges to planning for retirement is anticipating what our health and
Article
Sep 18, 2024
Remember when the Federal Reserve started bumping its benchmark interest rate in 2022 to help...
Webinar
Sep 12, 2024
With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...
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Webinar
Sep 02, 2024
Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver...
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Aug 27, 2024
Having spent decades working with insurance carriers, financial advisors, and consumers on the design and...
Article
Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...
Case Study
Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...
Webinar
Jul 25, 2024
Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think...
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Webinar
Jul 24, 2024
By now it’s old news – You may have heard from several Academics and financial...
4658207
Webinar
Jul 24, 2024
As a fiduciary, you know how important it is to help your clients achieve a...
4658063
Webinar
Jul 24, 2024
Have you ever had a client ask for advice about a commission-based annuity sold to...
4658228
Jul 16, 2024
An important aspect of going RIA is understanding exactly what the different business models and...
Jul 11, 2024
While RIAs are still leaning towards tempered optimism on the economy, they’re also expressing heightened...
Case Study
Jul 09, 2024
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023...
Jul 09, 2024
Firm reaches milestone as annuity adoption momentum accelerates LOUISVILLE, KY, July 9, 2024 — DPL...
Jun 30, 2024
If you’re feeling left out because you don’t have a pension, you’re far from alone...
Article
Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note...
Jun 11, 2024
New investment and savings products, some very complex, come out all the time. Advisors who...
Webinar
May 23, 2024
Most advisors know the feeling when a client or prospective client walks into a meeting...
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May 22, 2024
TOPEKA, Kan.--(BUSINESS WIRE)--Security Benefit today released its Registered Investment Advisor (RIA) Benchmark Study, a detailed...
May 13, 2024
Investing in the market can be a great way to build wealth for retirement. While
Article
May 10, 2024
Annuities can help reduce risks associated with longevity and cognitive decline. Note: This is the...
May 07, 2024
The Department of Labor is facing its first court challenge to the final Retirement Security...
May 02, 2024
As more and more advisors consider breaking away to go independent, and with RIAs expected...
Apr 30, 2024
The stakes of the Labor Department's new retirement advice rule are high, as a comparison...
Apr 25, 2024
...The department has used the retirement investment advice fiduciary definition to apply Employee Retirement Income...
Apr 25, 2024
Supporters and opponents began weighing in with their reactions about a minute or so after...
Webinar
Apr 23, 2024
Join us for an insightful webinar where we delve into innovative insurance strategies for your...
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Apr 23, 2024
LOUISVILLE, Ky.--( BUSINESS WIRE )--DPL Financial Partners, the leading platform for commission-free annuities, applauds the...
Article
Apr 15, 2024
When investors are nervous about the future, annuities can provide protection and peace of mind...
Apr 11, 2024
Market optimism growing among financial advisors; even as volatility concerns remain elevated TOPEKA, Kan.--( BUSINESS...
Apr 11, 2024
Seventy percent of RIAs said they expect the S&P 500 to grow by 3% or...
Webinar
Mar 19, 2024
With traditionally “safe” investments like bonds unable to generate income for retirees as they once...
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Article
Mar 14, 2024
Sure, annuities can deliver guaranteed retirement income, but they can do a lot more. Annuities...
Mar 13, 2024
Jonathan Barth to lead client relationship teams LOUISVILLE, KY, March 13, 2024 — DPL Financial...
Mar 01, 2024
Last year, according to data tracker Limra, U.S. annuity sales reached $385 billion, marking the...
Mar 01, 2024
Last year, according to data tracker Limra, U.S. annuity sales reached $385 billion, marking the...
Feb 27, 2024
DPL Financial Partners and Orion Advisor Solutions announced Tuesday an expanded partnership that will build...
Feb 27, 2024
Expanded partnership gives thousands of RIAs direct access to DPL’s no-load annuity marketplace and technology...
Feb 27, 2024
Users of Orion's tech platform will now have direct access to DPL’s tools for finding...
Feb 21, 2024
T3 survey shows firm’s market share growth as DPL member AUM surpasses $1T LOUISVILLE, KY...
Article
Feb 14, 2024
In 2023, Major League Baseball implemented rule changes designed to improve the game for players...
Webinar
Feb 08, 2024
Your clients may not directly ask you for annuities by name, but they may be...
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Article
Jan 16, 2024
Annuities deliver guaranteed retirement income, but misconceptions hold some people back. 1 Many people who...
Webinar
Jan 10, 2024
In this exclusive webinar, Heather Rosato and David Blanchett discuss the results of a recent...
4397949
Jan 05, 2024
Retirement can be wonderful time in life when it’s possible to spend more time with
Dec 14, 2023
For at least the past three decades, the financial services industry has been steadily, even...
Article
Dec 11, 2023
Brokers and financial advisors offer different services, compensation models and standards of care. We all...
Dec 04, 2023
Firm doubles sales in 14 months as advisor adoption of no-load solutions accelerates LOUISVILLE, KY...
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...
4360348
Oct 18, 2023
A new survey published by DPL Financial Partners may give registered investment advisors who normally...
Oct 18, 2023
Schneider Small Cap Value Fund is one of the worst-performing mutual funds of the past...
Oct 18, 2023
The inclusion of an annuity in an RIA client’s retirement income strategy has a positive...
Article
Oct 17, 2023
The financial advising profession continues to evolve with a growing focus on more holistic planning...
Article
Oct 12, 2023
Planning for a financially secure retirement involves making informed decisions about how to source sustainable...
Webinar
Sep 28, 2023
Join us for an informative and interactive member update led by DPL Founder and CEO...
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Sep 20, 2023
Founder Grant Johnstone joins RIA insurance platform as CCO LOUISVILLE, KY, September 20, 2023 —...
Sep 20, 2023
DPL Financial Partners, a commission-free insurance platform for registered investment advisors, announced Wednesday that it...
Article
Sep 18, 2023
When it comes to retirement planning, annuities can be a valuable tool. They can offer...
Case Study
Sep 15, 2023
As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a...
Sep 06, 2023
Even if you have a well-funded nest egg, giving up a paycheck is hard. Here's...
Sep 05, 2023
Annuities have been around for a very long time. They were an element of matrimonial...
Article
Sep 01, 2023
In a complex financial landscape, consumers seeking financial advice need someone they can trust without...
Case Study
Sep 01, 2023
Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered...