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DPL Financial Partners secures $23M in equity capital

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DPL Financial Partners surpasses $3B in sales

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Orion, DPL Team Up to Bring Commission-Free Annuities to Advisors

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DPL Financial Partners leads the pack in annuities, life insurance in advisor tech poll

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6500 Firm Userbase

Firm Userbase

DPL works with firms across the country ranging in size from less than $50M to well over $10B in AUM.

45000 Advisors

Advisors

Fee-only, hybrid, and breakaway advisors use DPL's commission-free annuity and insurance solutions for their clients.

$3B in sales

DPL Sales

DPL surpassed $3B in sales in June '24, just 6 months after hitting $2B in December '23.

David Lau

FOUNDER & CEO

David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the...

Heather Rosato

CHIEF MARKETING OFFICER

Heather Rosato is an experienced marketing and communications strategist with 25 years of experience helping founders, CEOs and...

Tom Smith

CHIEF GROWTH OFFICER

Tom Smith joins DPL with a passion for bringing innovative retirement solutions to market for Americans and extensive...

Todd Nuckols

CHIEF TECHNOLOGY OFFICER

Todd Nuckols heads up the engineering and IT teams at DPL, bringing over 25 years of experience across...

Steve Werrlein

EVP, BUSINESS DEVELOPMENT

Steve Werrlein heads up business development activities at DPL, bringing over 25 years of strategic development experience in...

Grant Johnstone

CHIEF COMPLIANCE & LEGAL OFFICER

Grant Johnstone serves as the Chief Compliance Officer and Chief Legal Officer for DPL. Johnstone worked as a...

John Barkeley

CHIEF FINANCIAL OFFICER

John is the Chief Financial Officer, leading the finance and accounting teams at DPL. Prior to joining, John...

Impact of Annuity Usage Survey, Executive Summary

by: DPL Financial Partners

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DPL's Statement on the DOL Rule

by: David Lau

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Six Reasons To Add An Annuity To A Portfolio

by: Willie Jones

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Retirees Need Alternatives to the 4% Rule

by: David Lau

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DPL's Advisor Dashboard features a suite of proprietary Product Discovery Tools, digital applications and application tracking, contract management, and more.

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Guaranteed Income Analysis

DPL’s Guaranteed Income Analysis enables advisors to find annuities that most efficiently meet a client’s income need or generate the most income from an investment amount.

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Annuity Comparison Calculator

A first-of-its-kind tool to compare pricing and features of clients’ existing annuities to commission-free options that provide retirement income, protected growth, and more.

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Fixed Income Comparison

A powerful tool to compare the performance of a fixed income strategy to a commission-free annuity to generate a specific amount of annual retirement income.

Use our calculators