Platform Overview

A Powerful Platform Designed for Advisor and Client Success.

DPL built Avenew to take the complexity out of annuities, enabling advisors to improve client outcomes with modern, accessible, transparent solutions.

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DPL’s innovative technology, Avenew, is designed for and with RIAs.

Thousands of advisors trust DPL’s platform to streamline annuity access, better meet client needs, and ease their workload.

20

+

Carriers

75

Commission-Free Products

3,000

+

Annuities in Comparison Engine

8,500

RIA Firm User Base

An end-to-end solution.

For the first time, advisors can seamlessly discover, fulfill, manage, and bill on fee-based annuities for their clients.

DPLFP Advisors tools menu highlighting income and annuity comparison options.

Annuity transition made easy.

DPL’s transition service uses proprietary technology and a streamlined, compliant process, enabling firms to transition annuity books at scale.

More About Annuity Transition

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Our annuity review and comparison engine can quickly analyze thousands of annuity contracts

We identify contracts suitable for 1035 exchange to fee-based products aligned with clients' goals

Contracts not suitable for exchange are transferred to DPL, where we serve as Agent of Record (AOR)

We monitor AOR'd contracts as they come out of surrender to identify opportunities for improvement

Education for Financial Advisors

Whether you’re an annuity expert or new to the products, we provide the support you need to get your clients into the right solutions.

DPL University

Our online educational resources for advisors include CE webinars, podcasts, and courses to help you use fee-based annuities and insurance as strategic tools in your holistic financial planning process.

Why Firms Join DPL

Improve outcomes with fee-based annuity and insurance solutions. Elevate your clients’ experience and grow your business.

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About DPL

Individual Investor

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.