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Showing 9 Results of 170

Article

Common RIA Misconceptions about Annuities

Jul 01, 2019
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
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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...
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Jonathan Barth

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...
David Lau

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...

Article

Retirement Paycheck No-Brainer

Feb 07, 2019
Financial Advisor Retirement Paycheck No-Brainer Imagine if you had to replicate—at an individual client level—every...
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David Lau

Video

David Lau's Perspective: Billing on Insurance

Feb 07, 2019
David Lau explains why advisors have to bill on insurance as they would on any...
Jonathan Barth

Video

How DPL addresses a common RIA pain point

Feb 07, 2019
DPL Consultant, Jonathan Barth, explains how DPL helps RIAs alleviate a common pain point and...
David Lau

Video

Why DPL is a Fan of Annuities - Reason #3

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

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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.