Nicole Benz specializes in analysis of complex variable annuities; she brings product and strategic insight to help RIAs leverage commission-free insurance solutions that fit their fiduciary business model. Nicole has more than six years of experience distributing annuities in the RIA and independent broker-dealer channels. A University of Kentucky graduate, Nicole holds her Series 6 and 63, in addition to her Kentucky and Texas Life Insurance Licenses.
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Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.