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Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an alternative for his clients. PROFILE: Tim had traditionally avoided annuities, as he believed purchasing them would ultimately reduce the value of his clients’...

Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic approach to the 1035 exchange process. PROFILE: When breaking away from his broker-dealer, Chuck Failla needed help transitioning his book of...

Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation within clients' portfolios. PROFILE: With interest rates at historic lows and inflation on the rise, safely generating yield had become a challenge for...

Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking away from their broker-dealer. PROFILE: When Strategic Financial Services decided to break away from its broker-dealer, Laura needed help...

Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to fill a gap in his clients' retirement plans. PROFILE: When making a transition from broker-dealer to RIA, Spencer needed help evaluating nearly 100...

Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL. PROFILE: Tommy Martin swore he’d never touch an annuity when he became an RIA. Having started his career on an insurance sales desk, he saw how the high fees and...

Using RISA as a first step in the planning process As a holistic financial planner, Andrew Lippert is focused on growing his business with efficient tools that improve client outcomes. “Step one is creating awareness,” says Lippert. “Every client is...

Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities to help mitigate risk and deliver secure income to his clients. PROFILE: Risk mitigation is the primary objective for Jamie Upson and his...

Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration to access new tools and scale their practice. PROFILE: As Correct Capital began their their transition to independence, they sought a...