Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients. For the past 18 years, he has served the RIA community, helping advisors navigate and understand the complexities of insurance products. Jason began his career at MassMutual, where he helped agents better understand life insurance and annuities. Jason holds his Series 6 and 63 in addition to his Connecticut Life Insurance License.
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau...
Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RI
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
Sara Carey enjoys creating materials for advisors about the benefits of Commission-Free insurance. With over six years in the i
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
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.