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Resources

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Showing 15 Results of 131

Webinar

DPL + RISA: Delivering Better Outcomes For Clients and Firms

Sep 08, 2022
DPL has long believed that advisors need a tool to help them understand clients’ retirement...
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3916176

Webinar

Using Annuities to Manage Risk

Jul 13, 2022
Today’s market conditions have exposed the shortcomings of an investments-only total return strategy, especially for...
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3854370

Podcast

Aging With Grace: Season 2 | Episode 10

Jun 27, 2022
In this episode, Dale Josey interviews the founder and CEO of DPL Financial Partners about...

Podcast

Barron's Advisor: The Way Forward Podcast- Guaranteed Income in a Time of Heightened Volatility

Jun 27, 2022
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider Commission-Free...

Video

Investment News RIA Labs: Fee Based Everything

Jun 13, 2022
This RIA Lab replay explores the many options available that allow RIAs to deliver a...

Video

How to Talk to Clients about Annuities

Jun 10, 2022
Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Video

Low Interest and High Inflation – Solve: Commission-Free Annuities

Jun 09, 2022
Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming...

Video

The Best Decumulation Strategies? Commission-Free Annuities.

Jun 08, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members are staying proactive in this low...

Video

How DPL Brings Innovative Annuity Products to Market

Jun 08, 2022
Vice President of Business Development, Sam Johnson, shares how DPL works with its carrier partners...

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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.