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Resources

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Showing 15 Results of 131

Webinar

Organically Grow AUM with RISA

Oct 24, 2023
Don't miss this opportunity to modernize your financial advisory practice and organically grow AUM with...
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4360348

Webinar

Unlocking Success: Product & Technology Innovation at DPL

Sep 28, 2023
Join us for an informative and interactive member update led by DPL Founder and CEO...
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4331653

Case Study

How Joe Flinner Uses the RISA® for Prospecting & Creating Value for Existing Clients

Sep 01, 2023
Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered...

Podcast

Aging with Grace: Long-Term Care Plans Protect Assets

Aug 30, 2023
Why plan for long-term care? Amy Arnett, Director of Insurance Solutions at DPL Financial Partners...

Podcast

Aging with Grace: Protecting Retirement Income

Aug 04, 2023
Pensions have become a thing of the past. Getting a gold watch at retirement is...

Podcast

Investors First Podcast: Insurance, Annuities & The Outsourced Chief Insurance Officer with David Lau, DPL & Dr. Wade Pfau, RISA

Jul 13, 2023
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating...

Podcast

Aging with Grace: Understanding Income vs. Assets in Retirement

Jul 11, 2023
Make sure your retirement can generate income for life. Willie Jones from DPL Financial Partners...

Podcast

Aging with Grace: Season 3 | Episode 6

May 31, 2023
David Lau, founder, and CEO of DPL Financial Partners, returns to discuss the benefits of...

Podcast

WealthTech on Deck: Driving Disruption in the Insurance Industry with David Lau

May 02, 2023
Comfort is the enemy of progress, especially in business. Adapting to new models and driving...

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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.