Skip to main content

Utilizing Insurance in a Fee-Only Practice

DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices.

Details include:

  • Increasing availability of Commission-Free products.
  • Maintaining close client relationships while accessing the $4 trillion insurance market.
  • The power of repricing insurance by eliminating commissions

Utilizing Insurance in a Fee-Only Practice

DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices.

Advisors Who Viewed This Also Viewed

Video

Jun 03, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Video

Jun 07, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

Video

Jun 05, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains why true fiduciaries should consider...

Video

Jun 01, 2022

Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

Jun 10, 2022

Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Video

May 31, 2022

Vice President of Member Success, Tim Rembowski, shares how DPL can help financial advisors adjust...

Video

Jun 06, 2022

Vice President of Member Success, Tim Rembowski, shares how the DPL team helps various financial...

Video

Jun 10, 2022

Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities...

Video

Jun 05, 2022

Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms...

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.