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Case Study

Nov 17, 2021

DISCOVER DPL’S

FIXED INCOME COMPARISON TOOL

Research by leading academics1 supports the use of annuities...

Case Study

Aug 03, 2021

INTEGRATED INSURANCE SOLUTIONS:

How to Create an Insurance “Hub” with DPL

Dan Rohlfing

CFP and...

Case Study

Aug 03, 2021

ADVISOR PROFILE

INTEGRATING INSURANCE IN YOUR PRACTICE:

Leveraging DPL to Strengthen Your Team & Offering

...

Case Study

Aug 03, 2021

ADVISOR PROFILE

GUARANTEED INCOME:

Discovering the power of annuities in the financial plan

Shannon Stone...

Case Study

May 16, 2019

ADVISOR PROFILE

GUARANTEED INCOME:

Using no-load annuities to provide clients security and peace of mind

...

Case Study

May 15, 2019

Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...

Case Study

When Toney Falkner joined DPL, he shared details on two policies owned by a potential

...

Case Study

Many breakaway advisors have experience with insurance. But when starting a new RIA practice, advisors...

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©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.