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Resources

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Showing 19 Results of 165

Video

A Day at DPL with Wade Pfau | Safety-First Retirement Planning

Jan 28, 2020
DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to...

Video

Real World Case Study: Multi-Year Guaranteed annuity (MYGA)

Jan 26, 2020
DPL Consultant Ross McGoodwin gives us a Real World Case Study about how an advisor...

Video

Industry reaction to what DPL is building

Jan 24, 2020
More and more advisors are joining DPL. David Lau explains the industry's reaction to what...

Video

The energy of DPL

Jan 23, 2020
Consultant Sam Johnson shares his excitement around DPL's mission and growth.

Article

Just OK Is Not OK for Retirement Income

Jan 23, 2020
WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated...
READ THIS AT WEALTHMANAGEMENT.COM

Video

What advisors see when they become open to insurance

Jan 22, 2020
David Lau explains what benefits advisors notice as they begin to explore insurance options with...

Video

How DPL supports fee-only advisors in client insurance conversations

Jan 22, 2020
DPL consultants lead with education. Ross McGoodwin tells us how DPL supports fee-only advisors and...

Video

Has it gotten easier to talk to fee-only advisors about insurance?

Jan 22, 2020
DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the...

Video

How DPL Helps Breakaways Smooth the Transition

Jan 14, 2020
Consultant Ross McGoodwin explains how DPL helps breakaway firms seamlessly transition when leaving their broker-dealer.

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.