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Showing 9 Results of 514

Article

Planning for Long-Term Care

Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...
Sep 25, 2024

Long-Term Care Planning Guide

One of the biggest challenges to planning for retirement is anticipating what our health and

Article

Thinking About Purchasing an Annuity? Consider the ‘Cost of Waiting’

Sep 18, 2024
Remember when the Federal Reserve started bumping its benchmark interest rate in 2022 to help...

Webinar

Maximizing Federal Estate Tax Exemption: Strategic Insights for Advisors

Sep 12, 2024
With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...
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4674870

Webinar

Annuities 101: How to Use Commission-Free Annuities to Strengthen a Financial Plan

Sep 02, 2024
Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver...
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4700087

Insurance Industry's Opposition to the DOL Fiduciary Standard is Misguided

Aug 27, 2024
Having spent decades working with insurance carriers, financial advisors, and consumers on the design and...

Article

Retirement Countdown: Five Years Before You Retire

Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...

Case Study

Edison Byzyka on Fueling Growth with DPL + Orion

Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...
Person using notebook.

Webinar

Unlocking the Power of Modern Annuities in a Changing Rate Environment

Jul 25, 2024
Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think...
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4633940

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.