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For Your Clients

Right-priced solutions for your clients

Your clients have needs that right-priced insurance products can fulfill. We believe the low-cost, Commission-Free solutions available through DPL may be exactly what you’re looking for.

Needs & Solutions

We work with leading carriers to offer best-in-class, value-focused annuities and life insurance products that can help your clients achieve their financial goals before and in retirement.

Category video Title
Retirement Income
Principal Protection
Annuity Rescue+
Legacy Planning
Wealth Accumulation
Retirement Income
Enhance Your Client’s Retirement Income

Clients want income they can count on when they retire. Numerous academic studies demonstrate that annuities are a more efficient means of generating retirement income than traditional portfolios. DPL offers a range of Commission-Free solutions designed to provide clients with a guaranteed income stream they can't outlive.

How DPL helps RIAs address clients’ two biggest concerns

DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their biggest concerns: market volatility and outliving their money.

MC Ray
Solving for Sequence of Returns Risk

Clients and advisors alike are concerned about sequence of returns risk. DPL’s Commission-Free annuities with 100% downside protection effectively help mitigate this risk for clients, giving them peace of mind knowing their assets are protected, and providing advisors with a tool to solve for an important need for clients nearing or in retirement.

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 to consider sequence of returns risk in the financial planning process.

C Williams
DPL Delivers Value with Annuity Rescue+

Legacy annuities can be a difficult challenge for advisors who haven’t worked with insurance. DPL consultants review clients’ annuity policies to determine if the product is still a good fit or a low-cost alternative can deliver more value. In the process, we often are able to bring additional benefits to the financial plan through Commission-Free solutions.  

Annuity Rescue+

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

J Mazur
Address Legacy Concerns

Clients often worry about not only outliving their money, but having enough to leave to their loved ones after they’re gone. Commission-Free annuities and life insurance can grow wealth and reduce costs so there is something left for heirs.

J Mazur
Wealth Accumulation

Taxes play a huge role in your clients’ accumulation of assets, and can affect how and when they retire. High income earners who quickly max out 401ks and IRAs can greatly benefit from additional tax deferral that can be had through low cost annuities.  DPL's Commission-Free annuities enable clients to take advantage of tax deferral during their accumulation phase, allowing for more efficient asset growth.

How Commission-Free Solutions Address Challenges to Wealth Accumulation

DPL Consultant Jason Mazur explains how Commission-Free annuities can help advisors and clients take advantage of low-cost tax deferral during the accumulation phase.

Insights and Resources

White Paper

Oct 28, 2016

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

David Lau

Video

Feb 07, 2019

DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved...

Case Study

Many breakaway advisors have experience with insurance. But when starting a new RIA practice, advisors...

David Lau

Video

Mar 27, 2020

Founder and CEO of DPL Financial Partners, David Lau, explains why advisors should compete in...

Video

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

Webinar

Oct 11, 2018
DPL Founder and CEO, David Lau, and TIAA’s Dennis Rupp, Director of Insurance Distribution for...

Article

Jul 04, 2015

Income annuities provide payments precisely matched to a client’s longevity while stocks provide opportunities for...

David Lau

Video

Feb 07, 2019

DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy...

Article

Oct 01, 2016

The Journal recently talked with Finke to learn about his current research projects, his views...

What our members are saying...

I never thought I would recommend an annuity to a client.

Member
DPL Financial Partners

For our firm, working with DPL to offer insurance is an investment in our clients.

Member
DPL Financial Partners

DPL helped us add insurance services and it’s been a productive partnership for the firm and our clients.

Member
DPL Financial Partners

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©2019 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.