Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Resources

Filter, sort, and browse our knowledge base.

Showing 9 Results of 523
Brian Baker
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...
Rachel Christian
Aug 12, 2025
Most people who own annuities are middle class. Seventy percent of annuity owners had total...
New Advisor revelation Logo

Podcast Series

Aug 12, 2025
This podcast series features stories from advisors across the country. You'll gain insights that can...

Article

Jul 17, 2025
From financial freedom to legacy planning, annuities can help retirees without children achieve their retirement...
David Lau
Jul 10, 2025
I recently read another story in the trade press about an advisor approaching income for...
Leo Almazora
Jun 30, 2025
The RIA channel is set to be the next near-term growth opportunity for the annuity...
BEN MATTLIN
Jun 13, 2025
According to the Urban Institute, the population of Americans age 65 and older is on...
Andrew Cohen
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...
BEN MATTLIN
Apr 25, 2025
For many clients, the primary objective in retirement saving is creating as big a nest...
DPL Financial Partners
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...
DPL Financial Partners
Mar 14, 2025
DPL Financial Partners, the leading platform for commission-free annuities, today announced that it led the...
Jennifer Lea Reed
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...
David Lau
Feb 10, 2025
When the Senate Committee on Health, Education, Labor, and Pensions puts President Donald Trump’s Labor...

Podcast

Feb 04, 2025
Today, Rusty and Robyn are joined by David Lau, Founder and CEO at DPL Financial...
DPL Financial Partners
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...
DPL Financial Partners
Dec 18, 2024
Industry leaders will provide guidance on development of offerings for RIAs LOUISVILLE, KY, Dec. 18...
John Manganaro
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...
Alex Ortolani
Dec 04, 2024
DPL Financial Partners LLC, which offers advisers access to commission-free annuities, has gotten a $23...
Life Insurance International
Dec 04, 2024
DPL Financial Partners, a platform for commission-free annuities, has raised $23m in a Series C...
Piper Hansen
Dec 03, 2024
A Louisville-based platform for commission-free annuities closed a round of primary capital funding Tuesday it...
DPL Financial Partners
Dec 03, 2024
Series C funding will accelerate platform development and expand distribution of commission-free annuities and insurance...
Brooke Southall
Dec 02, 2024
CEO David Lau talked to RIAs before accepting capital from TIAA and others and wants...
DPL Financial Partners
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...
Kenneth Corbin
Oct 25, 2024
Within the financial services world, few products kindle stronger opinions than annuities. The promise of...
Tracey Longo
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...
4681080