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Showing 19 Results of 163

Podcast

Animal Spirits Podcast | Talk Your Book: Commission-Free Insurance and Annuities

Dec 05, 2020
Listen as DPL's David Lau shares how the company is improving the insurance sales experience...

Video

Just OK is Not OK

Dec 03, 2020
As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...

Video

SS&C Announces SS&C Advent Insurance Marketplace Powered by DPL

Sep 29, 2020
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access...

Article

Q3 Advisor Alert Newsletter

Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to...
DOWNLOAD NEWSLETTER

Article

RIA Retirement Planning Survey 2020: Executive Summary & Key Findings

Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...
DOWNLOAD EXECUTIVE SUMMARY

Video

A Day at DPL with David Blanchett | Goal setting with clients

Jun 25, 2020
David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Video

A Day at DPL with David Blanchett | Retirement planning for younger clients

Jun 25, 2020
Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

A Day at DPL with David Blanchett | Level setting with annuities

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

Video

A Day at DPL with David Blanchett | The magnitude of failure

May 12, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

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