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Insurance Solutions

We make it easy to provide insurance solutions for a holistic approach to financial planning. With DPL* as your outsourced insurance desk, you can fulfill clients’ insurance needs and retain control of the client relationship. 

Why DPL
Ease

Provide insurance solutions via our licensed agents

Access

Expand your offerings with holistic financial planning

Control

Bring insurance under your fiduciary umbrella

Type Summary
Variable Universal Life Insurance

Variable Universal Life is a permanent life insurance policy where the cash value is invested in funds or fixed accounts providing opportunity for growth. Its structure allows for flexible premium payments and an adjustable death benefit, which can be impacted by the investment performance of the cash value. Because of its variable...

Solves for Legacy Planning, Life Insurance, Retirement Income, Wealth Accumulation
Disability Income Insurance

Disability Income (DI) Insurance is purchased to protect clients against loss of income from an unexpected injury or illness. An individual DI insurance policy pays a monthly benefit that replaces a portion of their income in the event of a disability, so your clients can take comfort in knowing their current lifestyle...

Solves for Income Replacement
Term Life Insurance

Term life insurance offers an affordable means of securing protection for a specified period of time. While term life insurance does not build cash value like whole life insurance, it comes at a reduced cost with less stringent underwriting requirements, making it more cost-effective and accessible.

Solves for Life Insurance, Legacy Planning
 
 

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May 26, 2022
DPL’s Lead Consultant, Nicole Benz, shares how financial advisors can utilize Commission-Free annuities to exchange...
David Lau

Video

Feb 07, 2019
David Lau talks about the importance of DPL’s Founding Members to the company and the...

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Jan 14, 2020
Nicole Benz, Consultant for DPL, discusses the importance of life insurance for succession planning.

Video

Jan 22, 2020
DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the...

Video

May 13, 2021
RIA Consultant, Jonathan Barth, shares the difference that using Commission-Free insurance and annuities makes for...

Video

Jun 13, 2022
This RIA Lab replay explores the many options available that allow RIAs to deliver a...

Video

May 12, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

Video

Jan 24, 2020
More and more advisors are joining DPL. David Lau explains the industry's reaction to what...

Video

Jun 10, 2022
Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Have more questions about our insurance offering?

Call us at 888.327.0049 to speak to a DPL Consultant.

*Insurance products offered by DPL Term Insurance Solutions.