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Mar 16, 2022
ThinkAdvisor How to Craft 'Super Roths' for Wealthy Clients What You Need to Know Insurance is a powerful way for advisors to help out high-new-worth...
Press Center
Mar 29, 2022
New learning platform helps fee-only advisors integrate commission-free annuities and insurance solutions into their offering for clients LOUISVILLE...
Our Team
Before coming to DPL, Brianna was an elementary school teacher. She now supports the operations team as a Senior Operations Analyst, processing applications and assisting advisors with annuity solutions. Brianna graduated from Austin Peay State University with a B.A.
Our Team
Trent is a Consultant DPL, helping DPL Members and prospective firms with Commission-Free insurance and annuity solutions. He graduated from Denison University in May of 2020 where he competed on their swim team.
Our Team
Jim leads the digital marketing efforts at DPL, leveraging more than 7 years of financial-industry experience in digital sales and business intelligence.
Press Center
May 03, 2022
The survey report ranks, by market share, the leading software solutions in advisory-firm tech stacks in 35 different categories. It also offers the...