Showing 9 Results of 18
Using no-load annuities to provide clients peace of mind
When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the RIA space, they were looking...
Solving for Sequence of Returns Risk
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need
Insurance becomes an asset
Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs – he hated when clients brought up...
The 50 Best Annuities
Annuities are looking better than they have in years, thanks to rising interest rates. Yields and guarantees are...
Utilizing insurance in Fee-Only Practices
DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices...
RIA Insurance Planning Benchmarking Survey: Executive Summary & Key Findings
A recent survey of 118 registered Investment advisors by DPL Financial Partners that sought to document industry attitudes...
Principal Protection
Utilizing insurance to protect principal can provide meaningful benefits to a client's portfolio, as well as to their peace of
Why DPL is a Fan of Annuities - Reason #1
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
Leveraging Insurance to Solve Important De-risking Problems
With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies...
Understanding and Utilizing Fixed Indexed Annuities
DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, discuss how an insurance...
Can clients really "self-insure"?
Advisors will often say their clients are “self-insured.” But because insurance is, by definition, the pooling of risk...
Fixed Indexed Annuities: Consider the Alternative
Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield...
Annuity Rescue+
DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients by rescuing legacy annu
A New Fixed Indexed Annuity Has RIAs in Mind
DPL Financial Partners, an insurance network for RIAs, has partnered with Security Benefit Life Insurance Co. to launch...
Leveraging Guaranteed Income Through Commission-Free Insurance
Learn about the benefits of utilizing Commission-Free insurance solutions to meet your clients' retirement income needs...
DPL Financial Partners Expands Annuity Offering with Allianz Partnership
LOUISVILLE, KY., June 5, 2018 – DPL Financial Partners today announced an agreement with Allianz...
For RIAs, A Vexing Insurance Dilemma
A large majority of registered investment advisors (RIAs) offer clients insurance planning. But nearly half of all RIAs...
