Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RIAs, helping them find solutions that deliver greater value to their clients. Before joining DPL Financial Partners, Ross distributed insurance products for 3 years in the RIA channel. He holds his Series 6 and 63, along with his Kentucky Life Insurance License. Ross earned a bachelor’s degree in Finance from the University of Kentucky.
DPL’s David Lau talks about the product development process for the RIA market.
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance wit
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
The co-creator of an RIA-friendly variable annuity is planning to launch an entire series of commission-free insurance...
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.