Sorry, you need to enable JavaScript to visit this website.

Resources

Filter, sort, and browse our knowledge base.

Showing 19 Results of 163

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...
Learn more
4303147

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...

Podcast

Aging with Grace: Understanding Income vs. Assets in Retirement

Jul 11, 2023
Make sure your retirement can generate income for life. Willie Jones from DPL Financial Partners...

Podcast

Aging with Grace: Season 3 | Episode 6

May 31, 2023
David Lau, founder, and CEO of DPL Financial Partners, returns to discuss the benefits of...

Podcast

WealthTech on Deck: Driving Disruption in the Insurance Industry with David Lau

May 02, 2023
Comfort is the enemy of progress, especially in business. Adapting to new models and driving...

Podcast

Aging with Grace: Season 3 | Episode 5

Apr 14, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to Aging with Grace 55+...

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.