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Showing 9 Results of 519

Article

Are You Ready for Year-End Planning?

Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...
Tracey Longo

Even Commissioned Advisors Think Annuity Sales Need Fiduciary Standard

Oct 25, 2024
As Americans scramble to fund 30 years of retirement, their quest for guaranteed income has...
Kenneth Corbin

Annuities Aren’t the Problem. Commissions Are, Say These Industry Pros.

Oct 25, 2024
Within the financial services world, few products kindle stronger opinions than annuities. The promise of...

Article

Department of Labor’s Retirement Security Rule: Advisor Sentiment

Oct 24, 2024
Survey Key Findings DPL Financial Partners conducted a survey of financial professionals to measure sentiment...
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Webinar

Streamline Practice Management with Orion + DPL

Oct 08, 2024
Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage...
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Article

Planning for Long-Term Care

Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...
Sep 25, 2024

Long-Term Care Planning Guide

One of the biggest challenges to planning for retirement is anticipating what our health and

Article

Thinking About Purchasing an Annuity? Consider the ‘Cost of Waiting’

Sep 18, 2024
Remember when the Federal Reserve started bumping its benchmark interest rate in 2022 to help...

Webinar

Maximizing Federal Estate Tax Exemption: Strategic Insights for Advisors

Sep 12, 2024
With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...
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Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.