Annuity Rescue+

February 07, 2019

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

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

Real World Case Study: Buy-Sell Agreement

Webinar

Repurposing Annuities to Strengthen a Financial Plan

Feb 11, 2021

It’s common for a prospective client to come in the door with one or more...

4561114

Article

Oct 17, 2023

The financial advising profession continues to evolve with a growing focus on more holistic planning...

Case Study

Jan 30, 2023

Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

Jan 24, 2023

Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Video

Dec 10, 2021

DPL's Founder and CEO, David Lau, explains what this era of low interest rates means...

Video

Jun 03, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Video

Jun 07, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

Video

Jun 01, 2022

Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

Jun 10, 2022

Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...