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Showing 19 Results of 166
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...
READ THIS AT FA MAGAZINE
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...
David Lau

Video

DPL’s Founding Members

Feb 07, 2019
David Lau talks about the importance of DPL’s Founding Members to the company and the...
Distribution Strategy

Video

How DPL Works with Carriers to Develop Distribution Strategies for RIA Market

Feb 07, 2019
DPL’s David Lau talks about the challenges for carriers who are looking to distribute their...
Jonathan Barth

Video

The competitive advantage of Commission-Free insurance

Feb 07, 2019
DPL Consultant Jonathan Barth talks about how advisors are differentiating their practices and strengthening their...

Video

Why DPL is a Fan of Annuities - Reason #1

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.