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Time for a New Plan "A" It used to be that a portfolio of stocks and bonds could deliver a safe retirement. Not anymore. Retirements are expanding and
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May 27, 2022
DPL Consultant Ross McGoodwin discusses how financial advisors are shifting their mindset around Commission-Free insurance and annuities, and how these solutions can be a game-changer for retirees. Learn more about a strategic partnership with DPL.
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Jun 04, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how Black Diamond financial advisors can discover Commission-Free annuities and insurance inside the Advent Insurance Marketplace Powered by DPL and how these solutions integrate into their technology and...
Our Team
Cooper joins DPL as a Financial Analyst after graduating from Georgetown College with a B.A. in Economics and Communications. Cooper looks forward to helping the accounting team grow the business.
Our Team
Patrick began working in the annuity space his junior year of college and has been in the industry ever since. Having experience working both directly with carriers and IMOs in his previous roles, Patrick has also had the opportunity to serve advisors through multiple facets.
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Jun 07, 2022
Vice President of Member Success, Tim Rembowski, explains how the DPL Product Discovery Tools help financial advisors and retirees see the power of Commission-Free insurance and annuities in a financial plan and how each tool works
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Jun 08, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members are staying proactive in this low interest rate environment by using decumulation strategies that can provide principal protection and taxable efficiencies.
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Jun 06, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members can solve for under- performing fixed income in retiree portfolios by exploring Commission-Free annuity solutions like a fixed index or multi-year guaranteed annuity.
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Jun 03, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members can leverage solutions in the MYGA Marketplace to help choose the right Commission-Free annuity for clients in this fluctuating interest rate environment.
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Jun 01, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how financial advisors can leverage Commission-Free registered index-linked annuities (RILAs) or buffer annuities to customize a layer of downside protection while gaining returns on the upside.