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For Your Practice

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

For Your Practice
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.

3 Ways RIAs Leverage DPL

DPL Consultant Marcus Ellingwood talks about 3 ways we are seeing our member firms leverage the strategic partnership with DPL.

Game-Changing Membership

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

What our members are saying...

I never thought I would recommend an annuity to a client.

Member
DPL Financial Partners

For our firm, working with DPL to offer insurance is an investment in our clients.

Member
DPL Financial Partners

DPL helped us add insurance services and it’s been a productive partnership for the firm and our clients.

Member
DPL Financial Partners

The Power of the DPL Network

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

DPL Network

 

BUILDING AN RIA COMMUNITY

The collective buying power of our 275+ member firms gives us leverage to drive innovation with carriers

SHARING BEST PRACTICES

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

WORKING WITH CARRIERS

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

Become a member

DPL


©2019 DPL Financial Partners, LLC. All rights reserved.

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.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.