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Insurance

DPL offers a range of best-in-class insurance solutions to help you meet needs in your clients' financial plans.

Best-in-class insurance for legacy, tax-efficiency and more.
Legacy Planning

Insurance protects loved ones from income loss, and can help transfer wealth tax-efficiently.

Disability Income Insurance

Ensures a level of income if an individual is unable to work.

Long Term Care Insurance

Provides funds for care when it's needed. Traditional and hybrid available.

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.

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.

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.

Long Term Care Insurance

Long term care insurance provides funds for care when it’s needed, protecting income for a surviving spouse and substantially reducing the loss of value in the estate due to long term care (LTC) costs. Traditional and hybrid options are available.

 
 

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May 12, 2020
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Jan 22, 2020
DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the...

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Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

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Webinar

Oct 28, 2021
Bonds no longer can be relied upon to provide sufficient retirement income....now what? With traditionally...

Video

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

Have more questions about our insurance offering?

Call us at 888.327.0049 to speak to a DPL Consultant.

DPL


©2023 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.