Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience helping RIAs deliver the benefits of insurance to their clients through a holistic financial planning process. He holds his Series 7, 24 and 63, in addition to his Kentucky Life and Health Insurance Licenses. Cody earned an MBA from the University of Louisville and a bachelor’s degree in Business Management from the University of Kentucky.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities t
David Lau, founder and CEO of DPL Financial Partners in Louisville, Ky., describes his mission as a “kind of personal...
Imagine if you had to replicate every mutual fund you purchased by buying individual equities...
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RI
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their biggest concerns: market volatility
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.