The Stone Age didn't end because we ran out of stones. It ended because someone came up with a better idea.
At DPL, we thought a better idea for insurance would be to cut out the pyramid of commissioned sales people and put the savings back into the products to create better value for clients.
This can lower product costs by more than 80% – changing the math on the value proposition for insurance.
We have always believed that, if you can deliver value to the client, everyone wins in the end.
When pioneering Jefferson National’s strategy to create a value-centric variable annuity to be distributed through RIAs and fee-only advisors, people thought that was crazy – RIAs hate variable annuities. We firmly believed, and still believe, RIAs don’t hate variable annuities, they just hate what they have become – complex, opaque, expensive products that benefit those that sell them more than those that buy them.
When we set out to build DPL Financial Partners, the vision was to take what we had built at Jefferson National and expand it beyond proprietary products to offer best-in-class products from top carriers.
After consulting for many of the nation’s leading carriers, we have assembled a strong line-up of insurance products we believe can deliver value to RIAs and their clients.
In these times of fee-compression and client demand for increased services, our goal at DPL is to partner with RIAs to help expand your insurance offerings by leveraging our expertise.
DPL is here to work for you and your clients – we are not affiliated with a carrier and aren’t pushing proprietary products. Our consultants work with you to find the products that best meet your client’s needs and if we don’t have the best product, we’ll refer you to who does.
Our commitment to our members:
1] We work for you
2] Your clients remain your clients
3] We consult for you, not sell to you
4] Provide thoughtful analysis of existing client policies
5] We find the solutions that deliver value for your client
6] We continually source top products from top carriers
7] Keep you informed and educated about insurance trends