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DPL is the RIA’s Strategic Partner

As industry trends continue to challenge the traditional RIA business model, the demand for comprehensive client service is increasing. More advisors are turning to DPL to integrate insurance solutions into their practices. With the advent of commission-free products, expanding into insurance is not only beneficial but essential. Discover the advantages for your firm and clients today.

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Differentiate your firm and offering

Provide comprehensive planning and a more complete client experience

Grow your business

Increase share of wallet and attract new insurance business

Meet client demand for expanded services

Provide insurance solutions your clients want and need

Stop referring clients to outside salespeople

Keep control of a key part of your client’s portfolio

How DPL supports RIAs
Analysis of existing policies

A simple, smart way for RIAs to get started is to review clients’ existing policies to see if costs and benefits can be improved.

Fulfillment of a financial plan

Annuities and insurance bring unique benefits to clients’ financial plans during their transition and decumulation phases.

Insurance in a portfolio

DPL provides tools and education to help you find efficient solutions to meet client needs as part of the planning process.

Contact a DPL Consultant

Game-Changing Membership

RIAs join DPL to bring their clients’ insurance under their fiduciary umbrella, provide solutions clients want and need, and grow their business. DPL provides all the tools and resources you need to seamlessly incorporate insurance into your practice from day one.

Membership Details
Contact a DPL Consultant
Fee-Only Products

Low-cost products built without costly commissions

Insurance Expertise

Access to our team of insurance professionals

Single POC

DPL is your single point of contact

Top Carriers

We work with the nation’s leading carriers

Turnkey Solution

Get up and running with insurance quickly

Writing Agent for All Policies

You don’t need to be insurance licensed

What our members are saying...

We’ve transitioned $20M of annuity assets in five months; that’s the maximum we thought we could transfer. With DPL, I think we’ll triple that.

Scott Marquardt
BlueStem Wealth Partners

Anytime we have questions on insurance or annuities, we go to DPL. They add a lot of value to us and — more importantly — our clients. It’s like they’re part of our team.

Tyler Peterson
Runey & Associates Wealth Management

DPL is helping our firm operate as efficiently as possible for our clients as we use these products in their financial plans.

Dan Rohlfing
Lantz Financial Team
READ OUR CASE STUDIES

The Power of the DPL Network

Driving change in the industry with Commission-Free products and education for fiduciary advisors

DPL Network

 

BUILDING AN RIA COMMUNITY

The collective buying power of our member firms gives us leverage to drive innovation with carriers

SHARING BEST PRACTICES

We share advisors’ challenges, insights, and strategies with our RIA member community

WORKING WITH CARRIERS

We work with carriers on product design, technology, and processes to meet the needs of RIAs

Become a member

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.