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Advisor Revelations Podcast

This new podcast series features stories from advisors across the country. You'll gain insights that can help you grow your business and find the right solutions for your firm.

*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.

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Founder of 360 Family Office, Tim Brown, is interviewed by DPL's Kameron McRay on how he uses Fixed Index Annuities (FIA's) as a Fixed Income Allocation. Tim digs deeper into utilizing this Commission-Free solution for clients, how it brings them peace of mind, and other benefits FIA's can provide when planning for retirement income. 

Hear why Andy Tapparo decided to write his first Commission-Free annuity after 20 years of financial planning and what solutions he’s currently using to give  client’s peace of mind about their retirement.

Founder of BlackDiamond Wealth Management, Sean Hollitz, and DPL's Blake Phillips discuss the process of keeping legacy clients under the fiduciary umbrella during Sean's  transition into becoming an RIA and how partnering with DPL has saved him time and has given him better Commission-Free product options for his clients. 

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To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.


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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.

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