What surprises RIAs

November 30, 2018

DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about DPL’s Commission-Free insurance solutions.

DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about DPL’s Commission-Free insurance solutions.

The competitive advantage of Commission-Free insurance

Webinar

Repurposing Annuities to Strengthen a Financial Plan

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

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Article

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

Case Study

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

Case Study

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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...

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Jun 03, 2022

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

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Jun 07, 2022

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

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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...