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Solutions - For Your Clients

Legacy Planning

Feb 12, 2019

In the News

Can clients really "self-insure"?

May 28, 2018

Advisors will often say their clients are “self-insured.” But because insurance is, by definition, the pooling of risk...


Understanding and Utilizing Variable Universal Life

Oct 11, 2018

DPL Founder and CEO, David Lau, and TIAA’s Dennis Rupp, Director of Insurance Distribution for RIAs, offer insight...


Utilizing insurance in Fee-Only Practices

May 29, 2018

DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices...


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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.