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DPL is the RIA’s Strategic Partner

As industry trends continue to put pressure on the RIA business model to expand services and deliver a better client experience, more and more advisors are turning to DPL to implement insurance into their practices. With the advent of Commission-Free products and the many benefits they can bring to your firm and clients, it doesn’t make sense not to expand into insurance.

Differentiate your firm and offering

Provide comprehensive planning and a more complete client experience

Grow your business

Increase share of wallet and attract new insurance business

Meet client demand for expanded services

Provide insurance solutions your clients want and need

Stop referring clients to outside salespeople

Keep control of a key part of your client’s portfolio

How DPL supports RIAs
Analysis of existing policies

A simple, smart way for RIAs to get started with insurance is to have DPL review clients’ existing policies.

Fulfillment of a financial plan

Insurance brings unique benefits to clients’ financial plans during their transition and decumulation phases.

Insurance in a portfolio

DPL provides education and helps you find solutions for client needs as part of the planning process.

RIAs join DPL to bring their clients’ insurance under their fiduciary umbrella, provide solutions clients want and need, and grow their business. DPL offers everything you need to start using insurance in your practice right away.

Fee-Only Products

Low-cost products built without costly commissions

Insurance Expertise

Access to our team of insurance professionals

Single POC

DPL is your single point of contact

Top Carriers

We work with the nation’s leading carriers

Turnkey Solution

Get up and running with insurance quickly

Writing Agent for All Policies

You don’t need to be insurance licensed

We don’t see this trend towards fee-only ending anytime soon, so, as we continue to grow our business, having a partner like DPL becomes even more critical.

Russ Reinhart
Wealthcare Capital Management

When you look at the probability of a financial plan’s success with and without an annuity, it can be like night and day. 

Shannon Stone
Parallel Advisors

Commission-Free annuities change what was a product into a tool... There's no conflict of interest and there's no difference in our compensation model.

Vern Cushenberry
Two West Capital Advisors

Driving change in the industry with Commission-Free products and education for fiduciary advisors

DPL Network



The collective buying power of our 1,000+ member firms gives us leverage to drive innovation with carriers


We share advisors’ challenges, insights and solutions with our RIA member community


We work with carriers on product design, technology and processes to meet the needs of RIAs