Nicole Benz specializes in analysis of complex variable annuities; she brings product and strategic insight to help RIAs leverage commission-free insurance solutions that fit their fiduciary business model. Nicole has more than six years of experience distributing annuities in the RIA and independent broker-dealer channels. A University of Kentucky graduate, Nicole holds her Series 6 and 63, in addition to her Kentucky and Texas Life Insurance Licenses.
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
Having started his career in the home-based healthcare industry, Joseph Condict has an acute appreciation for thoughtful
Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began
LOUISVILLE, KY., Feb. 6, 2018 – DPL Financial Partners (“DPL”) today announced a growth capital...
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and
DPL Financial Partners has announced that it is partnering with Kansas-based Security Benefit Life Insurance Company...
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.