Implementing insurance using technology

December 10, 2019

Sam Johnson explains how DPL helps advisors integrate insurance solutions into Orion, MoneyGuidePro and other technology systems advisors use every day.

Sam Johnson

Implementing insurance using technology

Sam Johnson explains how DPL helps advisors integrate insurance solutions into Orion, MoneyGuidePro and other technology systems advisors use every day.

Ross McGoodwin

Responding to the RIAs need for technology integration

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...

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Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

Jan 30, 2023

Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Video

How to Talk to Clients about Annuities

Jun 10, 2022

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

Video

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

Jun 05, 2022

Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms...

Video

DPLU Educational Platform

Dec 21, 2021

DPL Members, you can now access DPLU, an online educational platform built to expand your...

Video

Why Join the DPL Team

Jul 06, 2021

Watch this short video to see why a career at DPL Financial Partners could be...

Video

SS&C Announces SS&C Advent Insurance Marketplace Powered by DPL

Sep 29, 2020

Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access...

Video

DPL Capital Raise Announcement | January 2021

Jan 13, 2021

DPL's Founder and CEO, David Lau, shares his excitement around securing capital from Eldride and...

Video

Just OK is Not OK

Dec 03, 2020

As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...