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Press Center
Dec 20, 2022
While 2022 is proving to be yet another year for the record books when it comes to venture capital activity, analysts are anticipating a slowdown in...
Article
Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings annually to make it last for 25 to 30 years. As paltry as a 4% annual drawdown sounds, with inflation running at 40-year highs, that may be too much, experts say. Read Newsmax: Inflation Knocks 4% Retirement...
Press Center
Dec 27, 2022
The annuity market is booming and for good reason. The economic and market upheavals experienced in 2022 were the perfect crucible for testing past...
Our Team
Jeffrey is passionate about helping advisors find best-in-class growth and income solutions for their clients. With nearly 10 years of financial services experience, both as an advisor and a wholesaler, Jeffrey brings a breadth of experience across products and services to DPL.
Our Team
Mike joins DPL as our Senior Vice President of Distribution with 10+ years of experience in financial services. Most recently, he was the Director of Sales at Prudential Financial, overseeing the internal sales desk and representing the firm in external relationships.
Press Center
Jan 16, 2023
Rising rates have made annuities of all stripes more interesting investments, but two in particular are worth a hard look right now.
Press Center
Jan 24, 2023
Platform to offer “best available” products enabling RIAs to seamlessly expand their holistic offerings for clients LOUISVILLE, KY, Jan. 24, 2023 —...
Case Study
January 24, 23
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an alternative for his clients. PROFILE: Tim had traditionally avoided annuities, as he believed purchasing them would ultimately reduce the value of his clients’...
Case Study
January 24, 23
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic approach to the 1035 exchange process. PROFILE: When breaking away from his broker-dealer, Chuck Failla needed help transitioning his book of...