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Showing 9 Results of 168

Podcast

A Debate on Whether RIAs Should Use Annuities in Retirement Plans

Apr 13, 2021
One of the most contentious topics among RIAs is whether to recommend annuities. While many...

Webinar

Repurposing Annuities to Strengthen a Financial Plan

Feb 11, 2021
It’s common for a prospective client to come in the door with one or more...
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Video

DPL Capital Raise Announcement | January 2021

Jan 13, 2021
DPL's Founder and CEO, David Lau, shares his excitement around securing capital from Eldride and...

Article

Why the Insurance Industry Needs to Evolve and Why Now

Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...

Podcast

Animal Spirits Podcast | Talk Your Book: Commission-Free Insurance and Annuities

Dec 05, 2020
Listen as DPL's David Lau shares how the company is improving the insurance sales experience...

Video

Just OK is Not OK

Dec 03, 2020
As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...

Video

SS&C Announces SS&C Advent Insurance Marketplace Powered by DPL

Sep 29, 2020
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access...

Article

Q3 Advisor Alert Newsletter

Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to...
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Article

RIA Retirement Planning Survey 2020: Executive Summary & Key Findings

Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...
DOWNLOAD EXECUTIVE SUMMARY

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