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Showing 9 Results of 167

Article

What is a fiduciary financial advisor?

Sep 01, 2023
In a complex financial landscape, consumers seeking financial advice need someone they can trust without...

Case Study

How Joe Flinner Uses the RISA® for Prospecting & Creating Value for Existing Clients

Sep 01, 2023
Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered...

Podcast

Aging with Grace: Long-Term Care Plans Protect Assets

Aug 30, 2023
Why plan for long-term care? Amy Arnett, Director of Insurance Solutions at DPL Financial Partners...

Article

Guaranteed Lifetime Income: The Secure Way to Fund Your Retirement

Aug 24, 2023
Retirement is a time to relax, enjoy your hobbies, pursue new interests, and spend time...

Webinar

Modern Solutions for Long-Term Care Planning

Aug 24, 2023
Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...
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Podcast

Aging with Grace: Protecting Retirement Income

Aug 04, 2023
Pensions have become a thing of the past. Getting a gold watch at retirement is...

Article

Harnessing the Power of Annuities in Your Financial Plan: An Overview

Aug 02, 2023
Creating a comprehensive financial plan involves careful consideration of your financial goals and the appropriate...

Article

What is an Annuity and How Does it Work?

Jul 17, 2023
What is an annuity? An annuity is an insurance product designed to provide guaranteed lifetime...

Podcast

Investors First Podcast: Insurance, Annuities & The Outsourced Chief Insurance Officer with David Lau, DPL & Dr. Wade Pfau, RISA

Jul 13, 2023
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating...

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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.