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Showing 9 Results of 168
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...
David Lau

Video

Why Fiduciaries need to be involved in their clients’ insurance

Feb 07, 2019
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved...
Nicole Benz

Video

How licensing works with DPL

Nov 30, 2018
DPL’s Nicole Benz explains how DPL works with members as the licensed insurance professional.

Video

The value add in DPL’s consultative approach

Nov 30, 2018
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their...
Ross McGoodwin

Video

Responding to the RIAs need for technology integration

Nov 30, 2018
DPL Consultant Ross McGoodwin discusses the importance of technology to the RIA and how DPL...
Sam Johnson

Video

What surprises RIAs

Nov 30, 2018
DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about...

Article

Time for RIAs to Rethink Insurance

Oct 25, 2018
Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners...
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Podcast

The Money Life Podcast

Jul 09, 2018
David Lau, Founder & CEO of DPL Financial Partners talks about his latest venture: Commission-Free...

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