Sorry, you need to enable JavaScript to visit this website.
Skip to main content

How DPL Helps Financial Advisors with 1-on-1 Client Cases

June 05, 2022

Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms to provide the best recommendations for improving existing annuities. 

How DPL Helps Financial Advisors with 1-on-1 Client Cases

Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms to provide the best recommendations for improving existing annuities. 

Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange
A Day at DPL with Wade Pfau | How to use a variable annuity
Benefits of Structured Variable Annuities

Webinar

Feb 11, 2021
It’s common for a prospective client to come in the door with one or more...
4561114

Case Study

Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...

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 10, 2022
Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Video

Jun 09, 2022
Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming...

Video

Jun 06, 2022
Lead Consultant, Jonathan Barth, shares how DPL’s team help financial advisors improve client cases with...

Video

Jun 08, 2022
Vice President of Business Development, Sam Johnson, shares how DPL works with its carrier partners...

Video

Jun 10, 2022
Vice President of Business Development, Sam Johnson, shares how DPL partners with carriers to continue...