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Our Team

Janna Zavada

Janna joins the DPL team as a New Business Specialist. She has prior experience in the loan and healthcare industry. She recently returned to Louisville after spending 5 years in Minnesota where she mastered the art of shoveling snow. She graduated from Indiana University Southeast with a B.S.

Article

Sep 18, 2024

Thinking About Purchasing an Annuity? Consider the ‘Cost of Waiting’

Remember when the Federal Reserve started bumping its benchmark interest rate in 2022 to help combat rising inflation? Those rate increases – 11 in all during 2022 and 2023 – helped drive interest rates on annuities to historic highs. Annuity sales soared as many people took action to lock in the...

Press Center

Oct 01, 2019

Advisors' Advice: When Should Clients Exchange Variable Annuities?

The Internal Revenue Service allows clients to exchange one VA contract for a new one without paying tax on the income and investment gains earned on...

Article

Oct 03, 2024

Planning for Long-Term Care

It’s important to plan for long-term care in case you need it one day. Around age 50, many people are completing the pre-flight checklist for retirement. One of the items always at or near the top of the list is healthcare. While Medicare pays a variety of healthcare costs after age 65, many people...

Press Center

Nov 07, 2019

How to Choose an Annuity Issuer

Retirement Income Journal How to Choose an Annuity Issuer Shopping for an annuity, like shopping for a car, involves questions about the manufacturer...

Our Team

Duane Flynn

Duane joins the DPL team as a Regional Vice President of Enterprise Member Success. Duane brings over 25+ years' experience in sales and business development in the financial services industry.

Press Center

Nov 20, 2019

DPL Financial Partners welcomes 300th RIA firm and first “lifetime member” to its commission-free insurance network

LOUISVILLE, KY., November 20, 2019 – DPL Financial Partners (“DPL”), the leading insurance network for registered investment advisors (“RIAs”)...

Video

Dec 10, 2019

Using no-load insurance to differentiate your practice

David Lau explains how no-load insurance helps advisors differentiate their practice.

Our Team

Jonathan Wilson

Jonathan brings over 10 years of experience in the financial services industry, primarily working as an internal wholesaler with Prudential Financial. He is passionate about educating financial advisors on the benefits of annuities and how they can enhance their clients’ financial plans.