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Showing 19 Results of 163

Video

Advisor Reaction: “What if we don’t do this?”

Jan 14, 2020
David Lau discusses what will happen if advisors choose not to partner with DPL and...

Video

Advisor Reaction: “I can’t unsee this.”

Dec 11, 2019
David Lau describes an advisor's reaction after taking a closer look at how annuities can...

Video

Real World Case Study: Providing fee-only secure income solutions

Dec 10, 2019
DPL Consultant Ross McGoodwin talks about how DPL can provide fee-only, secure income solutions for...
David Lau

Video

Why low yield environments are a good time to use an annuity

Dec 10, 2019
Bond yields being low makes annuities even more appealing compared to fixed income. David Lau...

Video

Using no-load insurance to differentiate your practice

Dec 10, 2019
David Lau explains how no-load insurance helps advisors differentiate their practice.

Article

Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know

Oct 28, 2019
ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what...
READ THIS AT THINKADVISOR

Podcast

The Money Savage Podcast

Sep 26, 2019
On this show, we talked about disrupting the life insurance and annuity markets through Commission-Free...

Article

Common RIA Misconceptions about Annuities

Jul 01, 2019
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
Download Common RIA Misconceptions

Article

RIA Retirement Planning Benchmarking Survey: Executive Summary & Key Findings

Jun 25, 2019
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...
DOWNLOAD THE EXECUTIVE SUMMARY

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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.