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Insurance Solutions

At DPL, we recognize that insurance is a critical component of a comprehensive financial plan. With DPL as your outsourced insurance desk, you can fulfill client’s insurance needs and retain control of the client relationship. Our holistic approach ensures that your clients’ financial goals are met with tailored, commission-free insurance products that enhance their overall wealth management strategy.

Why DPL
Ease

Provide insurance solutions via our licensed agents

Access

Expand your offerings with holistic financial planning

Control

Bring insurance under your fiduciary umbrella

Type Summary
Variable Universal Life Insurance

Variable Universal Life is a permanent life insurance policy where the cash value is invested in funds or fixed accounts providing opportunity for growth. Its structure allows for flexible premium payments and an adjustable death benefit, which can be impacted by the investment performance of the cash value. Because of its variable...

Solves for Legacy Planning, Life Insurance, Retirement Income, Wealth Accumulation
Disability Income Insurance

Disability Income (DI) Insurance is purchased to protect clients against loss of income from an unexpected injury or illness. An individual DI insurance policy pays a monthly benefit that replaces a portion of their income in the event of a disability, so your clients can take comfort in knowing their current lifestyle...

Solves for Income Replacement
Term Life Insurance

Term life insurance offers an affordable means of securing protection for a specified period of time. While term life insurance does not build cash value like whole life insurance, it comes at a reduced cost with less stringent underwriting requirements, making it more cost-effective and accessible.

Solves for Life Insurance, Legacy Planning
 
 

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Webinar

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Video

Jun 03, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Case Study

Sep 15, 2023
As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a...

Video

May 06, 2020
In this short video, David Blanchett addresses the importance of guaranteed income and his belief...

Video

May 15, 2021
Listen to DPL's newest advisor podcast series; Advisor Revelations and A Day at DPL. You...

Video

Jan 22, 2020
DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the...

Video

May 18, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

Video

Jan 22, 2020
DPL consultants lead with education. Ross McGoodwin tells us how DPL supports fee-only advisors and...

Have more questions about our insurance offering?

Call us at 888.327.0049 to speak to a DPL Consultant.

*Insurance products offered by DPL Term Insurance Solutions.