Showing 9 Results of 16


RIA Retirement Planning Benchmarking Survey

Jun 24, 2019

The 2019 RIA Retirement Planning Benchmarking survey provides insight into advisors' current retirement planning practices...


19 Trends to Watch in 2019

Dec 11, 2018

Advisors have bigger problems on their hands at the end of this year than the client or friend who cornered them to...


An Unwanted Inheritance: Strategies for Advisors to Assess Legacy Annuities

Oct 23, 2018

As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every case is unique, but often I'm...


Fiduciaries Need to be Involved in Insurance

Apr 26, 2018

I love the culture we’ve created at DPL. It’s energetic, passionate, team-oriented and highly focused on our mission...


3 Bold Predictions For The Future Of Annuities

Sep 07, 2017

In my professional lifetime the financial services industry has seen massive changes. The advent of the internet brought...


Ten Reasons Why the 4% Rule is Too Simplistic for Retirement Planning

Jun 28, 2012

William Bengen’s seminal study in the October 1994 Journal of Financial...


Finding a Better Retirement Income Solution

Feb 28, 2019

As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a recent interview, Sharpe...


Can clients really “self-insure”?

Nov 19, 2018

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


Bonds Or Annuities: What's The Best Way To Generate Retirement Income?

Jul 16, 2018

As you age and get closer to retirement, you dial down your equity allocation as you move money to fixed income...


RIA Insurance Planning Benchmarking Survey: Executive Summary & Key Findings

Feb 02, 2018

A recent survey of 118 registered Investment advisors by DPL Financial Partners that sought to document industry attitudes...


Psychology of Retirement Income Satisfaction

Oct 12, 2016

Recent research on the psychology of spending reveals a new perspective in the psychology...


Repurposing Permanent Life Insurance Assets

Jan 30, 2019

It happens all the time…clients walk in and, through a fact-finding exercise or just in conversation, you uncover...


NAPFA Fall Conference Takeaways

Nov 13, 2018

The NAPFA Fall 2018 conference held recently in Philadelphia delivered on its promise to provide a blend of “tradition and...


NAPFA Takeaways

May 30, 2018

DPL was honored to sponsor NAPFA’s recent Spring Conference in Phoenix. Having worked to develop products and services...


3 Reasons RIAs Need To Add Insurance To Their Practice Now

Sep 07, 2017

RIAs and insurance have often been like oil and water – the two really don’t mix. For lots of reasons. Starting with...


Why Bond Funds Don’t Belong in Retirement Portfolios

Aug 04, 2015

Income annuities provide payments precisely matched to a client’s longevity while stocks provide opportunities...


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