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Showing 9 Results of 510

Video

Annuities: A Packaged Income Stream for Retirement

Jun 01, 2022
Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

Using RILAs for Upside Potential & Downside Protection

Jun 01, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how financial advisors can leverage Commission-Free registered index-linked annuities...

Video

How Financial Advisors Think About Annuities Today

May 27, 2022
DPL Consultant Ross McGoodwin discusses how financial advisors are shifting their mindset around Commission-Free insurance...
DPL Financial Partners

Advisor tech survey recognizes DPL Financial Partners as the market leader in commission-free insurance for RIAs

May 25, 2022
2022 T3/Inside Information Survey shows strong growth in market share, full pipeline LOUISVILLE, KY., May...

Video

Investment News Retirement Income Summit | David Lau

May 18, 2022
David Lau discusses the role of annuities in a retirement portfolio and why the 4%...
David Lau

Opinion: Retirees Need Alternatives to the 4% Rule

May 13, 2022
Barron's Opinion: Retirees Need Alternatives to the 4% Rule For nearly three decades, many financial...
Joel Bruckenstein, Bob Veres

2022 T3 Inside Information Survey

May 03, 2022
The survey report ranks, by market share, the leading software solutions in advisory-firm tech stacks...

Podcast

Talk Your Book: Rethinking the 4% Rule

May 02, 2022
Wade Pfau, Professor of Retirement Income at The American College, and CEO and Founder of...
Apr 04, 2022

Issuing Your Annuity - Client Insights

From Application to Activation, our team can help. Learn how DPL makes issuing your annuity

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