Pricing
How Our Pricing Works.
DPL operates on a membership model to ensure your firm gets the technology and support you need to meet your goals.
“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.”
“(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.”
"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.”
“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.”
“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.”
