Showing 9 Results of 520
Article
Jul 17, 2025
From financial freedom to legacy planning, annuities can help retirees without children achieve their retirement...
Jul 10, 2025
I recently read another story in the trade press about an advisor approaching income for...
Jun 30, 2025
The RIA channel is set to be the next near-term growth opportunity for the annuity...
Jun 13, 2025
According to the Urban Institute, the population of Americans age 65 and older is on...
Jun 12, 2025
Annuity sales remain near record highs as investors prioritize stability. RILAs, with upside potential and...
Article
Jun 10, 2025
For annuities purchased in the past 20 years, it’s time to do some comparison shopping...
Article
May 22, 2025
Annuities offer a haven in volatile times. Many people love white-knuckle thrills. Tales of zombie...
Apr 25, 2025
For many clients, the primary objective in retirement saving is creating as big a nest...
Apr 23, 2025
Advisors on high-profile platform gain access to DPL’s technology and commission-free insurance marketplace to improve...
Article
Apr 15, 2025
A 2022 law makes it possible for annuities to deliver guaranteed income and tax relief...
Article
Mar 17, 2025
Multi-year guaranteed annuities help protect savings when markets are volatile, while delivering compelling returns and...
Mar 14, 2025
DPL Financial Partners, the leading platform for commission-free annuities, today announced that it led the...
Mar 01, 2025
Researchers warn the average American will live many more years in retirement than expected, won’t...
Article
Feb 20, 2025
If you ask retirees who receive income from an annuity why they purchased the product...
Feb 10, 2025
When the Senate Committee on Health, Education, Labor, and Pensions puts President Donald Trump’s Labor...
Jan 16, 2025
RIA insurance platform recognized for groundbreaking annuity solutions for advisors LOUISVILLE, KY, Jan. 16, 2025...
Article
Jan 15, 2025
Chances are, somebody at some point has tried to dissuade you from even considering an...
Dec 18, 2024
Industry leaders will provide guidance on development of offerings for RIAs LOUISVILLE, KY, Dec. 18...
Dec 17, 2024
David Lau, the founder and CEO at DPL Financial Partners, is widely recognized as an...
Article
Dec 06, 2024
2024 was a watershed year for annuities – and that’s likely to continue. When people...
Dec 04, 2024
DPL Financial Partners, a platform for commission-free annuities, has raised $23m in a Series C...
Dec 04, 2024
DPL Financial Partners LLC, which offers advisers access to commission-free annuities, has gotten a $23...
Dec 03, 2024
Series C funding will accelerate platform development and expand distribution of commission-free annuities and insurance...
Dec 03, 2024
A Louisville-based platform for commission-free annuities closed a round of primary capital funding Tuesday it...
Dec 02, 2024
CEO David Lau talked to RIAs before accepting capital from TIAA and others and wants...
Nov 12, 2024
Partnership with leading wealthtech platform provides integrated view of annuities and other insurance products as...
Article
Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...
Oct 25, 2024
As Americans scramble to fund 30 years of retirement, their quest for guaranteed income has...
Oct 25, 2024
Within the financial services world, few products kindle stronger opinions than annuities. The promise of...
Article
Oct 24, 2024
Survey Key Findings DPL Financial Partners conducted a survey of financial professionals to measure sentiment...
Webinar
Oct 08, 2024
Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage...
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Article
Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...
Sep 25, 2024
One of the biggest challenges to planning for retirement is anticipating what our health and
Article
Sep 18, 2024
Remember when the Federal Reserve started bumping its benchmark interest rate in 2022 to help...
Webinar
Sep 12, 2024
With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...
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Webinar
Sep 02, 2024
Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver...
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Aug 27, 2024
Having spent decades working with insurance carriers, financial advisors, and consumers on the design and...
Article
Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...
Case Study
Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...
Webinar
Jul 25, 2024
Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think...
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Webinar
Jul 24, 2024
Have you ever had a client ask for advice about a commission-based annuity sold to...
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Webinar
Jul 24, 2024
By now it’s old news – You may have heard from several Academics and financial...
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Webinar
Jul 24, 2024
As a fiduciary, you know how important it is to help your clients achieve a...
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Jul 16, 2024
An important aspect of going RIA is understanding exactly what the different business models and...
Jul 11, 2024
While RIAs are still leaning towards tempered optimism on the economy, they’re also expressing heightened...
Jul 09, 2024
Firm reaches milestone as annuity adoption momentum accelerates LOUISVILLE, KY, July 9, 2024 — DPL...
Case Study
Jul 09, 2024
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023...
Jun 30, 2024
If you’re feeling left out because you don’t have a pension, you’re far from alone...
Article
Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note...
Jun 11, 2024
New investment and savings products, some very complex, come out all the time. Advisors who...
Webinar
May 23, 2024
Most advisors know the feeling when a client or prospective client walks into a meeting...
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May 22, 2024
TOPEKA, Kan.--(BUSINESS WIRE)--Security Benefit today released its Registered Investment Advisor (RIA) Benchmark Study, a detailed...
May 13, 2024
Investing in the market can be a great way to build wealth for retirement. While
Article
May 10, 2024
Annuities can help reduce risks associated with longevity and cognitive decline. Note: This is the...
May 07, 2024
The Department of Labor is facing its first court challenge to the final Retirement Security...
May 02, 2024
As more and more advisors consider breaking away to go independent, and with RIAs expected...
Apr 30, 2024
The stakes of the Labor Department's new retirement advice rule are high, as a comparison...
Apr 25, 2024
Supporters and opponents began weighing in with their reactions about a minute or so after...
Apr 25, 2024
...The department has used the retirement investment advice fiduciary definition to apply Employee Retirement Income...
Apr 23, 2024
LOUISVILLE, Ky.--( BUSINESS WIRE )--DPL Financial Partners, the leading platform for commission-free annuities, applauds the...
Webinar
Apr 23, 2024
Join us for an insightful webinar where we delve into innovative insurance strategies for your...
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