Happy Labor Day from the DPL Team!

Some of the largest consolidators in the market leverage DPL to improve their acquisition strategies, drive higher revenues, and enhance client outcomes with firms that have legacy annuities. In this episode of Advisor Revelations, DPL Regional VPs Blake Phillips and Jackson

Introducing Grok Imagine.

Registered Index-Linked Annuities (RILAs) are gaining traction in financial planning — and for good reason. As clients' risk tolerances evolve, RIAs are looking to RILAs to customize levels of market participation and downside protection in the portfolio. Hear more about how

With more Baby Boomers approaching retirement age, it appears the desire for financial security in retirement is fueling an interest in annuities. By providing a secure income source throughout retirement, they can help investors mitigate market volatility, ease their fear of

Blake and Jackson share, "Carriers are rethinking their annuities to better address clients' biggest concerns — like market volatility, outliving savings, and staying invested. We are seeing clients move toward more personalized products that help advisors actively fulfill their

New Live Event: Understanding Registered Index-Linked Annuities: Balancing Growth and Protection in Today’s Market. Register: Join this session — featuring David Lau, Founder & CEO of DPL — for an educational webcast as we explore how RILAs work, their

Cerulli Associates reports, "By 2026, more than three-quarters of the wealth management industry (77.6%) is expected to operate on a fee-based model, representing an increase of more than five percentage points from 2024.". As more firms move toward fee-based models, it is.

For high net worth individuals, annuities can play a role in their larger wealth strategy — especially in the areas of tax planning, estate planning and asset protection. Willie Jones shares annuity strategies that can help your clients with high income and significant assets.

With DPL's Annuity Comparison Calculator, advisors can easily:. ✔️ Evaluate a client's current annuity against a fee-based alternative.✔️ See a side-by-side comparison of product benefits & fees .✔️ Identify opportunities to help deliver greater client value. In our latest

David Lau, DPL Founder & CEO, was featured in a recent episode of the Money Life podcast with Chuck Jaffe. They discuss how guaranteed lifetime income and funding extended retirements have become particularly important, given uncertainty in the future of Social Security. (David's

DPL has integrations with leading wealth management softwares, including Black Diamond, Orion, and Envestnet/Tamarac — giving advisors the data they need to manage annuities alongside other client assets. Whether advisors are transitioning policies via 1035 exchange, or placing

Your clients' financial plans should evolve over time, just as their goals do. In this episode, Matt Robinson shares how he has helped advisors review existing annuities, evaluate their options, and implement new solutions that better align with their clients' needs. Listen to

Today is National Financial Awareness Day! It is the perfect time to plan for a more financially secure future — and to consider implementing annuities in your financial planning. Learn how an annuity can impact your portfolio:

Could your RIA acquisition strategy be more profitable? . DPL provides a clear path to move large annuity books, helping you unlock significant new AUM. We've helped our partners add over $2.5 billion in assets, and we can do the same for you. Reach out to the DPL Enterprise

DPL Consultant Matt Robinson shares, “A lot of times, advisors — especially those new to annuities — don’t know what they don’t know. We’re in a good rate environment right now, but that could shift later this year. It might be time to consider a 1035 exchange to ‘refinance’ your

DPL helps high-growth RIA firms move mountains . of annuities. Our unique technology and expertise make evaluating and transitioning large annuity books easier than ever. A scalable solution for your firm. Greater value for your clients. We’re here to help.

As Amy says, "no health condition discriminates." . In this episode, Amy Arnett and Angel Melgoza explore why disability insurance is an important part of any financial plan — even for healthy individuals. Watch the full episode to learn how disability insurance can protect you

With RIA M&A activity hitting record highs, now is the right time to optimize your acquisition strategy with DPL. We support active RIA acquirers with technology and expertise to:  . ✓ Evaluate and transition annuity books of business at scale .✓ Integrate fee-based annuity

Yesterday, the DPL Financial Partners team came together to support the Louisville senior community at Dare to Care 🍎. The Senior Outreach program strives to improve the health of local seniors by supplementing their diets with nutritious foods — and we are proud to be a part of

Studies show that as we age and our health declines, we spend more on unexpected healthcare costs. Is your financial portfolio prepared to handle this? Help protect your retirement income and financial plan with guaranteed income — like an annuity. Learn more: