Who We Serve

We Help Hybrids Go Fully Independent.

Hybrid advisors need solutions that support evolving business models. We meet them where they are on their journey to full independence.

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How DPL's low-cost solutions benefit hybrid advisors.

Go Fully Independent

Drop insurance licenses and leave the broker-dealer relationship
Align annuities with the rest of your fee-based offering
Move clients’ annuities to advisory solutions as appropriate

Provide Fee-Based Solutions

Offer academically supported planning solutions
Deliver important financial and psychological benefits
Meet client expectations for holistic wealth management

Accelerate Firm Growth

Develop recurring, fee-based revenue
Leverage efficiencies through scalable, repeatable process
Drive organic growth with fee-based insurance solutions

About Our Platform

How we support hybrid advisors.

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How We Support Hybrids

DPL provides flexibility for hybrid advisors to serve clients with solutions that align with their business model.

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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.”

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