Sorry, you need to enable JavaScript to visit this website.

Resources

Filter, sort, and browse our knowledge base.

Showing 9 Results of 512

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...
Learn more
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...
Learn more
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...
Learn more
4633940

Webinar

Run the Numbers: How to Evaluate Existing Annuities vs. Commission-Free Options

Jul 24, 2024
Have you ever had a client ask for advice about a commission-based annuity sold to...
Learn more
4658228

Webinar

Run the Numbers: How to Compare Income from an Annuity to a Fixed Income Strategy

Jul 24, 2024
By now it’s old news – You may have heard from several Academics and financial...
Learn more
4658207

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.