The Annuity & Insurance Solution for Financial Advisors.

Deliver better client outcomes and unlock new revenue with fee-based annuities built for fiduciary advisors.

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DPLFP Advisors comparison of annuity versus fixed income strategy displayed on laptop screen, showing income and rate comparison chart.

We help RIAs grow.

Our platform opens access to the many benefits of commission-free annuities for clients and firms.

5.5

AUA

2.5

Annuity Transitions

300

Retirement Income for Clients

8,500

Firm User Base

Whether you work on a fee-only or hybrid model, manage a small business or lead a national firm, DPL can help you achieve your goals.

Enterprise Firms

We help the industry’s fastest growing firms strengthen their acquisition strategies, drive organic growth, and better serve clients without missing a beat.

Breakaways

With DPL, advisors can seamlessly transition annuity assets to a fee-based, advisory model, enabling them to leave their broker-dealer and go RIA.

Hybrid Advisors

Our integrated platform empowers hybrid advisors to go fully independent, providing clients with fee-based annuity solutions that optimize portfolios and improve financial outcomes.

Fee-Only Advisors

For the first time, fee-only advisors can incorporate annuity and insurance solutions into their practice with commission-free products, licensing, technology, and education.

Integrated. Scalable. Compliant.

Compare products, personalize strategies, and improve outcomes with Avenew, our platform built for and with RIAs.

Discover

Our suite of proprietary Product Discovery Tools makes it easy to find the right fee-based annuity to meet each client’s goal and strengthen the financial plan.

Fulfill

Downloadable client proposals and digital applications empower client conversations and bring efficiency and transparency to the annuity fulfillment process.

Manage & Bill

Extended contract details and data feeds into the Avenew Advisor Dashboard and leading wealth management platforms centralize contract management and streamline fee-billing.

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About our Platform

Leading RIAs help inform our solutions.

Our advisory board of industry leaders and practitioners helps shape the roadmap and keep us aligned with advisors' needs.

What Our Members Say...

Senior Advisor

Laura Powers

“The partnership with DPL allowed us to transition over 200 annuity contracts through 1035 exchanges, which lowered the costs for our clients in most instances. This process was entirely compliant and adhered to all New York state regulations.”

Independent Financial Advisor

Brock Eson

“(With DPL) it’s been a huge win to take an annuity book that we service and create revenue from it, while also improving the client’s situation in the process.”

Wealth Advisor

Drew Gearhardt

"When firms with existing annuity books join us, we work with them to assess their current holdings. DPL has been a wonderful resource to help us evaluate the best-case scenario for each of these contracts.”

President

Debra Ellis

“DPL offers us choices for our clients that we never had before, and our clients have options that are really good fits for their portfolios.”

Managing Partner

Jody Goss

“If you’re thinking about a partner that isn’t going to give you something that’s ‘cookie cutter’ but is going to design an implementation plan that’s specific to your firm, I would highly recommend DPL.”

We’re Committed to RIA Success

As the pioneer of commission-free annuities for RIAs, DPL is redefining the annuity and insurance landscape. Here's how.

More about DPL

Modern Annuities and Insurance for RIAs

Schedule time with our team to learn how DPL can help your firm grow with fee-based annuity solutions and a platform built for the way you work. 

DPL Financial Partners does business in the state of California as DPL Insurance Solutions under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 475 Springfield Ave., Suite 1 Summit, NJ 07901 • 303-797-9080 DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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