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Q3 Advisor Alert Newsletter

DPL Financial Partners
August 10. 2020

DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to see the latest updates.

Webinar

Feb 11, 2021
It’s common for a prospective client to come in the door with one or more...
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Video

Jun 03, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Video

Jun 01, 2022
Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

Jun 09, 2022
Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming...

Video

May 18, 2022
David Lau discusses the role of annuities in a retirement portfolio and why the 4%...

Video

Dec 03, 2020
As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...

Article

Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...
David Lau, Founder and CEO

Video

Mar 27, 2020
Retirees' emotional attitudes towards their retirement nest eggs are just as important as the actual...

Video

Jan 13, 2017
Wade Pfau PhD, CFA, RICP explains the benefits of risk pooling in a retirement strategy.