Deliver best-in-class insurance solutions with DPL
Protect your clients’ assets, create tax-free retirement income, and more with our expanded insurance solutions, including life, disability and long-term care. With DPL as your outsourced insurance desk, you can attract AUM, fulfill clients’ insurance needs and retain control of the relationship.
How it works
Our trusted team of licensed insurance consultants recommends the most suitable product for each client from our curated solutions. We process the application from start to finish so you can focus on growing your business. From policy review to asset location and allocation, we make it easy to incorporate insurance into holistic financial plans.
What we offer
Life Insurance
Life insurance can be a powerful tool to meet needs inclients’ portfolios. With term, whole, and universal lifeinsurance solutions, clients can discover:
• A range of best-in-class products
• Flexible coverage options
• Options for market exposure and asset protection
Disability Income Insurance
Disability income insurance serves as a protection against loss of income for a period of time due to injury or illness, such as cancer, a fracture or heart attack. Despite concern about their ability to cover expenses if temporarily disabled, most Americans do not own disability insurance, often citing lack of knowledge or indecision. We can help your clients find the right solution.
Long-Term Care Insurance
Having an effective long-term care plan can protect clientsfrom life-changing financial, emotional and physicalconsequences caused by a long term health event. Wecan help you:
• Evaluate traditional and hybrid policy types
• Understand coverage options
• Identify funding sources
• Have a productive conversation with clients
Why use DPL
Ease. Provide insurance solutions via our licensed agents.
Access. Expand offerings with holistic financial planning.
Control. Bring insurance under your fiduciary umbrella.
“DPL is committed to meeting the insurance needs of our member firms and their clients with the best products available in the market.”
