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Mar 16, 2022
ThinkAdvisor How to Craft 'Super Roths' for Wealthy Clients What You Need to Know Insurance is a powerful way for advisors to help out high-new-worth...
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Mar 29, 2022
New learning platform helps fee-only advisors integrate commission-free annuities and insurance solutions into their offering for clients LOUISVILLE...
Our Team
Before coming to DPL, Brianna was an elementary school teacher. She now supports the operations team as a Senior Operations Analyst, processing applications and assisting advisors with annuity solutions. Brianna graduated from Austin Peay State University with a B.A.
Our Team
Jim leads the digital marketing efforts at DPL, leveraging more than 7 years of financial-industry experience in digital sales and business intelligence.
Press Center
May 03, 2022
The survey report ranks, by market share, the leading software solutions in advisory-firm tech stacks in 35 different categories. It also offers the...