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Case Studies

Using no-load annuities to provide clients peace of mind

May 03, 2019

When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the RIA space, they were looking...


   
Video

Annuity Rescue+

Feb 07, 2019

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


   
Video

Why DPL is a Fan of Annuities - Reason #1

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla


   
In the News

DPL Launches Fixed Index Annuity For RIAs

Jan 29, 2019

DPL Financial Partners has announced that it is partnering with Kansas-based Security Benefit Life Insurance Company...


   
Webinar

Leveraging Insurance to Solve Important De-risking Problems

Dec 06, 2018

With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies...


   
In the News

Money Savage Podcast

Sep 26, 2018

 David Lau, Founder & CEO of DPL Financial Partners talks about disrupting an industry through the power...


   
Webinar

Understanding and Utilizing Fixed Indexed Annuities

Jul 18, 2018

DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, discuss how an insurance...


   
In the News

Bob Veres overview of DPL

May 16, 2018

David Lau, founder and CEO of a new company called DPL Financial Partners in Louisville, KY, fully understands why most...


   
In the News

For RIAs, A Vexing Insurance Dilemma

Feb 08, 2018

A large majority of registered investment advisors (RIAs) offer clients insurance planning. But nearly half of all RIAs...


   
Article

3 Reasons RIAs Need To Add Insurance To Their Practice Now

Sep 07, 2017

RIAs and insurance have often been like oil and water – the two really don’t mix. For lots of reasons. Starting with...


   
White Papers

Alpha, Beta, and Now…Gamma

Aug 28, 2013

When it comes to generating retirement income, investors arguably spend the most time and effort on selecting "good"...


   
Video

How Commission-Free Solutions Address Challenges in the Decumulation Phase

DPL Consultant Jason Mazur provides insight into how Commission-Free insurance products can help clients ensure they have eno


   
Article

Finding a Better Retirement Income Solution

Feb 28, 2019

As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a recent interview, Sharpe...


   
Video

Solving for Sequence of Returns Risk

Feb 07, 2019

DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need


   
Video

How Commission-Free Annuities Serve RIAs

Feb 07, 2019

Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL Founder & CEO David Lau dis


   
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...


   
Webinar

Leveraging Guaranteed Income Through Commission-Free Insurance

Dec 05, 2018

Learn about the benefits of utilizing Commission-Free insurance solutions to meet your clients' retirement income needs...


   
Webinar

Understanding and Utilizing Buffer Annuities

Sep 13, 2018

Traditionally, financial professionals have de-risked portfolios by adjusting the ratio of equities to fixed income as...


   
Article

Bonds Or Annuities: What's The Best Way To Generate Retirement Income?

Jul 16, 2018

As you age and get closer to retirement, you dial down your equity allocation as you move money to fixed income...


   
In the News

How clients can use annuities to pay for long-term care

May 16, 2018

“We have found RIAs to be highly interested in no-load versions of both hybrid life and annuity products...


   
White Papers

Fixed Indexed Annuities: Consider the Alternative

Jan 02, 2018

Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield...


   
White Papers

Retirement Income Showdown: RISK POOLING vs RISK PREMIUM

Oct 28, 2016

The retirement income showdown regards finding the most efficient approach for meeting retirement spending goals...


   
Article

Ten Reasons Why the 4% Rule is Too Simplistic for Retirement Planning

Jun 28, 2012

William Bengen’s seminal study in the October 1994 Journal of Financial...


   
Video

Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

Feb 07, 2019

DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli


   
Video

Why DPL is a Fan of Annuities - Reason #2

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla


   
In the News

Retirement Paycheck No-Brainer

Feb 06, 2019

Imagine if you had to replicate every mutual fund you purchased by buying individual equities...


   
Retirement Income

Retirement Income

Dec 26, 2018


   
In the News

How to Assess Unwanted Legacy Annuities

Nov 26, 2018

As an insurance consultant to RIAs, I review legacy annuities. Every case is unique, but often I’m reminded why...


   
In the News

The 50 Best Annuities

Jul 21, 2018

Annuities are looking better than they have in years, thanks to rising interest rates. Yields and guarantees are...


   
Press Releases

DPL Financial Partners Expands Annuity Offering with Allianz Partnership

Jun 05, 2018

LOUISVILLE, KY., June 5, 2018 – DPL Financial Partners today announced an agreement with Allianz...


   
In the News

A New Platform that Offers Insurance Products to Fee-Only Advisors

Mar 12, 2018

What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...


   
White Papers

Annuitized Income and Optimal Asset Allocation

Sep 22, 2017

An investor who either buys an income annuity at retirement, or who has a higher level of guaranteed income through...


   
Article

Psychology of Retirement Income Satisfaction

Oct 12, 2016

Recent research on the psychology of spending reveals a new perspective in the psychology...


   

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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.