Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began his career as a Financial Advisor with AXA Advisors, where he provided clients with retirement planning and product and strategy education. He received a bachelor’s degree in Accounting and Finance from the University of Kentucky and holds his Series 6, Series 63 and Kentucky Life & Health Insurance Licenses.
DPL’s David Lau talks about the product development process for the RIA market.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance wit
Having started his career in the home-based healthcare industry, Joseph Condict has an acute appreciation for thoughtful
Tim Rembowski is well-versed in how insurance can work for fee-based advisors. Tim is passionate about helping RIAs under
Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau...
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.