Sorry, you need to enable JavaScript to visit this website.

Resources

Filter, sort, and browse our knowledge base.

Showing 9 Results of 520

Video

The difference between Commission and Commission-Free annuities

May 03, 2021
DPL's Jonathan Barth explains the significant difference between products sold on a commissioned basis, and...

Video

Why stocks and annuities are the new "Plan A"

Apr 28, 2021
DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for...
Jane Wollman Rusoff

Commission-Free Annuities: No Longer an Oxymoron

Apr 27, 2021
ThinkAdvisor Commission-Free Annuities: No Longer an Oxymoron When you’re a market disrupter, countless folks will...
Contributor

Why Advisors are Recommending Annuities More and More

Apr 14, 2021
WealthAdvisor Why Advisors are Recommending Annuities More and More Data from 2020 is in and...

Podcast

A Debate on Whether RIAs Should Use Annuities in Retirement Plans

Apr 13, 2021
One of the most contentious topics among RIAs is whether to recommend annuities. While many...

Podcast

Aging with Grace Podcast: Episode 8

Apr 12, 2021
David Lau, founder and CEO of DPL Financial Partners, discusses options to consider while planning...
Lynnley Browning

Reviled insurance policies aim for retirement planning comeback amid potential tax hikes

Apr 09, 2021
FinancialPlanning Reviled insurance policies aim for retirement planning comeback amid potential tax hikes One of...
Duncan Korth

Why Advisors are Recommending Annuities More and More

Apr 08, 2021
Nasdaq Why Advisors are Recommending Annuities More and More Data from 2020 is in and...
David Lau

Survey Shows Annuity Usage by RIAs is Growing

Apr 01, 2021
Advisor Perspectives Survey Shows Annuity Usage by RIAs is Growing Advisor Perspectives welcomes guest contributions...

Become a member

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.