DPL Senior Consultant Cody Williams prides himself on being a trusted, expert resource for fiduciaries seeking to expand their services to offer insurance solutions to their clients.
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
RIAs and insurance have often been like oil and water – the two really don’t mix. For lots of reasons. Starting with...
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
DPL Relationship Manager Joseph Condict explains how DPL works to make it easy for our members from Day One.
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every case is unique, but often I'm...