The Breakaway Accelerator Program

DPL designed the Breakaway Accelerator Program (BAP) as a turnkey solution for firms to convert legacy or held-away annuity books to AUM and develop fee-based revenue. Whether you are acquiring firms, breaking away from your broker-dealer, or recruiting breakaway advisors, DPL can help strengthen your acquisition strategy and drive organic growth with scalable, repeatable, compliant solutions.

Know the Value of Your Annuity Book

DPL technology analyzes your firm’s annuity book to identify contracts suitable for 1035 exchange. Contracts that are not suitable are transferred to DPL, where we serve as Agent of Record (AOR). In both scenarios, the goal remains the same: to deliver benefits to your clients and your firm. To illustrate the potential impact on your firm, see how DPL can help increase your fee-based revenue.

Assumptions: $100M Annuity Book | $500k Annual Trail Revenue | 40% AOR | 60% 1035 | 1% RIA AUM Fee | RIA Advisory Fee through BAP (Years 1-3) = 60%

Want to improve your acquisition strategy, grow revenue from your current assets, and boost your firm’s valuation? DPL can show you how. Contact enterprise@dplfp.com to get started.

‍

Disclosures

This calculation tool is for illustration purposes only. It is not a guarantee or an offer of any sort. The terms, variables, and inputs can vary greatly, leading to different actual results. No verbal or implied agreements regarding this piece have occurred and any interpretation of an agreement based on this calculation tool are void.

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. and Johnstone Brokerage Services Members FINRA / SIPC.