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Showing 2 Results of 17

Case Study

Laura Powers Uses the Annuity Rescue+ Process to Transition 200+ Annuities

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

Chuck Failla Utilizes DPL's Annuity Rescue+ Process to Transition His Clients

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

How Fixed Index Annuities with Increasing Income Options Work for Spencer Hall

Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

Case Study

How the MYGA Changed Retirement Planning for Nola Kulig

Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...

Case Study

How Tommy Martin Rediscovered the Power of Annuities

Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...

Case Study

How Lantz Financial Creates an Insurance “Hub” with DPL

Aug 03, 2021
Dan Rohlfing and the Lantz Financial Team uses DPL's MYGA Marketplace in their hybrid practice...

Case Study

Echo Huang Leverages DPL to Strengthen Her Firm & Offering

Aug 03, 2021
Echo Huang, President & Founder of independent RIA Echo Wealth Management, partners with DPL to...

Case Study

Run the Numbers on DPL's Fixed Income Comparison Tool

Aug 01, 2021
Discover how an annuity can impact your clients' retirement plan with DPL's Fixed Income Comparison...

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