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Showing 9 Results of 168

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
Cody Williams

Video

Annuity Rescue+

Feb 07, 2019
DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients...

Video

Why DPL is a Fan of Annuities - Reason #1

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...
David Lau

Video

Why Fiduciaries need to be involved in their clients’ insurance

Feb 07, 2019
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved...
David Lau

Video

DPL’s Founding Members

Feb 07, 2019
David Lau talks about the importance of DPL’s Founding Members to the company and the...

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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.