Manage & Bill on Annuities with Avenew

Manage fee-based annuities alongside other investments in clients' portfolios.

Just another asset class.

With robust data feeds into your Advisor Dashboard and portfolio management system, annuities sit alongside other investments so you see the big picture.

Leading portfolio management system integrations

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Benefits

Annuity data feed capabilities through Avenew

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Firm administrator capabilities through Avenew

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Why Firms Join DPL

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

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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.

Johnstone Brokerage Services - CRS Form The Leaders Group - CRS Form

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Manage & Bill on Annuities with Avenew

Just another asset class.

Benefits

Contract Data

Centralized Platform Management

Advisor- and Firm-Level Reporting

Why Firms Join DPL

Get news and insights straight to your inbox.