Who We Serve

We Help Fee-Only Advisors Better Meet Client Needs.

Fiduciary advisors now have access to modern, commission-free annuities that align with their business model and deliver client value.

Schedule a Demo

How DPL's low-cost solutions benefit fee-only advisors.

Expand Offering

Offer a wide range of low-cost, high-value annuity solutions
Provide efficient guaranteed lifetime income options
Get fiduciary product recommendations based on clients' goal

‍

Grow Practice

Expand share of wallet with annuities and insurance solutions
Bring held-away annuities under your fiduciary umbrella
Protect and strengthen client relationships

‍

Expertise and Education

Access on-demand educational resources and CE courses
Leverage technology to discover, fulfill, manage and bill on annuities
DPL makes recommendations and serves as agent of record

About Our Platform

How we support fee-only advisors.

Schedule a Demo

How We Support Fee-Only Advisors

DPL's turnkey platform enables fiduciaries to deliver low-cost, commission-free annuity and insurance solutions.

Schedule a Demo

What Our Members Say...

Senior Advisor

Laura Powers

“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.”

Independent Financial Advisor

Brock Eson

“(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.”

Wealth Advisor

Drew Gearhart

"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.”

President

Debra Ellis

“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.”

Managing Partner

Jody Goss

“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.”

Contact Our Sales Team