HOW DPL SUPPORTS BREAKAWAYS
We recognize advisors who are breaking away from a wirehouse or broker-dealer face unique challenges; incorporating Commission-Free insurance and annuity solutions in your new practice shouldn’t be one of them.
Whether you’re in the early phases of transition or actively building your new business, DPL’s turnkey insurance management platform can help. Our team will guide you through:
- The process of transitioning existing assets and reclaiming those you may have left behind
- Understanding the range of new, Commission-Free solutions available to you and your clients
- Ways to leverage no-load annuities and insurance as part of a holistic financial planning process
- How to use annuities and insurance to solve for guaranteed lifetime income, principal protection, tax-deferred growth and other needs in the financial plan
- How to bill on fee-only products
- How to integrate these products into your portfolio management system and modeling software
DPL is the independent advisor’s strategic partner, enabling breakaways to continue implementing insurance solutions for their clients without compromising your new firm’s fiduciary commitments.
To learn more about how we work with breakaway advisors, set up a 15-minute call with a DPL Consultant.