Advent has partnered with DPL Financial Partners to bring the Advent Insurance Marketplace to Black Diamond, Advent APX and Advent Axys advisors. Now, you can leverage the benefits of Commission-Free insurance and annuity solutions to grow your practice and deliver greater client benefits. Hear from Justin Wayne, SS&C Advent Director, Solutions Management, and David Lau, DPL Financial Partners Founder and CEO, as they discuss:
- How the Advent Insurance Marketplace empowers Advent advisors to implement low-cost, Commission-Free annuity and insurance solutions for your clients.
- How DPL’s team of insurance licensed consultants help you discover, evaluate, and purchase a wide-range of Commission-Free products, including annuities, life insurance, long term personal care and disability insurance.
- How you will manage and bill on insurance and annuity products like any other advisory asset through your Advent portfolio management and accounting platform.
Featured Speakers
David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. Prior to founding DPL in 2014, David served as COO and architect of Jefferson National, a leading insurance carrier focused on RIAs and fee-based advisors. Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank.
Justin is responsible for managing all of Black Diamond's integration partnerships. In his role, he explores solutions that can benefit Black Diamond advisors by incorporating their solutions into the platform. Before joining SS&C Advent in 2013, Justin spent six years at Fortigent and LPL Financial consulting with high net worth advisory firms.
Getting Started with the SS&C Advent Insurance Marketplace
Advent has partnered with DPL Financial Partners to bring the Advent Insurance Marketplace to Black Diamond, Advent APX and Advent Axys advisors. Now, you can leverage the benefits of Commission-Free insurance and annuity solutions to grow your practice and deliver greater client benefits. Hear from Justin Wayne, SS&C Advent Director, Solutions Management, and David Lau, DPL Financial Partners Founder and CEO, as they discuss:
