Resources

Filter By Type

Filter by Audience

Filter by Topic

Filter by Carrier

Sort by

Order

Showing Results of 200

Podcast

Aging with Grace: Season 3 | Episode 3

Feb 15, 2023

David Lau, Founder and CEO of DPL Financial Partners, returns to share his insights on...

Podcast

That Annuity Show Episode 181: Diversification Isn’t a Risk Management Plan Anymore with David Lau

Feb 10, 2023

The use of annuities by RIAs continues to grow. David Lau, one of the leading...

Case Study

Jamie Upson Uses Annuities to Help Mitigate Risk in Client Portfolios

Jan 30, 2023

Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

Jan 30, 2023

Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Case Study

How the RISA Has Helped Andrew Lippert Open His Clients' Minds to New Strategies

Jan 25, 2023

Andrew Lippert, Founder & CEO of Simplified Wealth, uses the RISA to ensure all parts...

Case Study

Using FIAs to Generate Guaranteed Income with Tim Brown

Jan 24, 2023

Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Case Study

Laura Powers Uses the Annuity Rescue+ Process to Transition 200+ Annuities

Jan 24, 2023

Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

Chuck Failla Utilizes DPL's Annuity Rescue+ Process to Transition His Clients

Jan 24, 2023

Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

How Fixed Index Annuities with Increasing Income Options Work for Spencer Hall

Jan 24, 2023

Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

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.

Become a member