Resources

Filter, sort, and browse our knowledge base.

Showing Results of 191

Podcast

Aging with Grace: Season 3 | Episode 3

Feb 15, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to share his insights on...

Podcast

That Annuity Show Episode 181: Diversification Isn’t a Risk Management Plan Anymore with David Lau

Feb 10, 2023
The use of annuities by RIAs continues to grow. David Lau, one of the leading...

Case Study

Jamie Upson Uses Annuities to Help Mitigate Risk in Client Portfolios

Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Podcast

Aging with Grace: Season 3 | Episode 2

Jan 27, 2023
Enjoy the origin story of David Lau, Founder and CEO of DPL Financial Partners. David...

Case Study

How the RISA Has Helped Andrew Lippert Open His Clients' Minds to New Strategies

Jan 25, 2023
Andrew Lippert, Founder & CEO of Simplified Wealth, uses the RISA to ensure all parts...

Case Study

Chuck Failla Utilizes DPL's Annuity Rescue+ Process to Transition His Clients

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

How Fixed Index Annuities with Increasing Income Options Work for Spencer Hall

Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

Case Study

How Shannon Stone Uses the RISA to Increase Her Value to Her Clients

Jan 24, 2023
Shannon Stone of Griffin Black, Inc. — an Independent RIA in CA — uses the...

Become a member

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.

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.