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Case Studies

How a breakaway team harnessed the power of Commission-Free insurance to elevate the client experience and establish their new brand

Feb 20, 2019

Many breakaway advisors have experience with insurance. But when starting a new RIA practice, advisors from...

In the News

Repurposing Permanent Life Insurance Assets

Jan 30, 2019

It happens all the time…clients walk in and, through a fact-finding exercise or just in conversation, you uncover...


Utilizing insurance in Fee-Only Practices

May 29, 2018

DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices...


How DPL Helps Advisors Find Value in Clients’ Existing Annuity Policies

Feb 08, 2019

DPL Consultant Jeff Rancourt has been analyzing clients’ legacy annuity policies for more than a decade. Here he talk

Case Studies

Insurance becomes an asset

Jan 03, 2019

Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs – he hated when clients brought up...


Annuity Rescue+

Feb 07, 2019

DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients by rescuing legacy annu


Annuity Rescue+

Dec 04, 2018

Annuity Rescue+


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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.