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Showing 19 Results of 165

Video

Implementing insurance using technology

Dec 10, 2019

Sam Johnson explains how DPL helps advisors integrate insurance solutions into Orion, MoneyGuidePro and other...

Video

Real World Case Study: Providing fee-only secure income solutions

Dec 10, 2019

DPL Consultant Ross McGoodwin talks about how DPL can provide fee-only, secure income solutions for...

Article

Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know

Oct 28, 2019

ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what...

READ THIS AT THINKADVISOR

Podcast

The Money Savage Podcast

Sep 26, 2019

On this show, we talked about disrupting the life insurance and annuity markets through Commission-Free...

Article

Common RIA Misconceptions about Annuities

Jul 01, 2019

Read about the common misconceptions RIAs have about annuities, and the truth behind them.

Download Common RIA Misconceptions

Article

RIA Retirement Planning Benchmarking Survey: Executive Summary & Key Findings

Jun 25, 2019

The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...

DOWNLOAD THE EXECUTIVE SUMMARY

Video

Why should RIAs work with DPL

Feb 07, 2019

DPL Consultant Jonathan Barth explains how DPL helps educate advisors about Commission-Free insurance and the...

Video

DPL’s membership model explained

Feb 07, 2019

DPL has strategically partnered with over 200 RIA firms to bring low-cost, Commission-Free solutions, designed...

Video

Why DPL is a Fan of Annuities - Reason #2

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

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