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Showing 9 Results of 510
John HIlton

DPL survey: advisors can grow revenue, improve client plans with annuities

Oct 18, 2023
Schneider Small Cap Value Fund is one of the worst-performing mutual funds of the past...

Article

Impact of Annuity Usage Survey, 2023

Oct 17, 2023
The financial advising profession continues to evolve with a growing focus on more holistic planning...
READ THE EXECUTIVE SUMMARY

Article

The 4% Rule and annuities for income

Oct 12, 2023
Planning for a financially secure retirement involves making informed decisions about how to source sustainable...

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...
Learn more
4331653

DPL Financial Partners acquiring AnnuityFix to help breakaway advisors retain annuity assets and better serve clients

Sep 20, 2023
Founder Grant Johnstone joins RIA insurance platform as CCO LOUISVILLE, KY, September 20, 2023 —...
John Manganaro

DPL Acquires AnnuityFix to Boost Breakaway Advisor Program

Sep 20, 2023
DPL Financial Partners, a commission-free insurance platform for registered investment advisors, announced Wednesday that it...

Article

Pros and Cons of Annuities: An Analysis for Informed Decision-Making

Sep 18, 2023
When it comes to retirement planning, annuities can be a valuable tool. They can offer...

Case Study

Integrating insurance solutions in retirement planning with Tyler Peterson

Sep 15, 2023
As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a...

Podcast

Aging with Grace: Aging In Place and Effective Planning for Caregiving

Sep 14, 2023
Director of Insurance Solutions at DPL, Amy Arnett, returns to discuss financial challenges around Caregiving...

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