Insurance and annuities are keys to holistic financial planning
Tailoring our approach for breakaways
Nicole Benz, Consultant, talks about how DPL tailors our approach for breakaway firms to be successful.
Insurance and annuities are keys to holistic financial planning
Nicole Benz, Consultant, talks about how DPL tailors our approach for breakaway firms to be successful.
We recognize advisors who are breaking away from a wirehouse or broker-dealer face unique challenges; incorporating Commission-Free insurance and annuity solutions in your new practice shouldn’t be one of them.
Whether you’re in the early phases of transition or actively building your new business, DPL’s turnkey insurance management platform can help. Our team will guide you through:
DPL is the independent advisor’s strategic partner, enabling breakaways to continue implementing insurance solutions for their clients without compromising your new firm’s fiduciary commitments.
Need help starting or supporting your firm?
To learn more about how we work with breakaway advisors, set up a 15-minute call with a DPL Consultant.