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Jun 09, 2022
Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming retirement portfolios and generate income in this current low interest rate environment.
Video
Jun 08, 2022
Lead Consultant, Jonathan Barth, shares how the DPL team help financial advisors explore and understand the Commission-Free insurance and annuity space and how these fresh solutions differ from traditional annuities in the past.
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Jun 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.
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Jun 04, 2022
Vice President of Member Success, Tim Rembowski, explains how insurance companies can provide great rates for the Multi-Year Guaranteed Annuity products without increasing risk for retirees.
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Jun 01, 2022
Vice President of Member Success, Tim Rembowski, explains how the DPL team helps firms implement Commission-Free insurance and annuities into their entire practice, methods to present new strategies and solutions to clients, and shares the tools...
Video
Jun 10, 2022
Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities in client plans reduces the legacy portion of the portfolio.
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Jun 08, 2022
Vice President of Member Success, Tim Rembowski, explains how the team brings value to financial advisors and retirees to ensure their success from improving plans to positive business outcomes.
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Jun 06, 2022
Vice President of Member Success, Tim Rembowski, shares how the DPL team helps various financial advisors address their needs; from breakaway advisors transitioning to independence to fiduciaries looking to grow services and find innovative solutions...
Video
May 31, 2022
Vice President of Member Success, Tim Rembowski, shares how DPL can help financial advisors adjust plans to cover inflation risk by using Commission-Free annuities.
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May 15, 2019
DPL Senior Consultant Cody Williams talks about the level of commitment DPL’s carrier partners bring to serving the needs of the RIA market.