Filter By Type Filter by Type A Day at DPL Advisor Material Article Case Study Client Material Podcast Video Webinar White Paper Filter by Audience Filter by Audience For Your Practice For Your Clients For Carriers Filter by Topic Filter by Topic About DPL Annuities Breakaway Accelerator Program DPL Dashboard Membership MYGA Marketplace Retirement Planning Life Insurance Retirement Income Principal Protection Annuity Rescue+ Legacy Planning Wealth Accumulation Sequence of Returns Risk Longevity Risk Working with Breakaways Working with DPL Filter by Carrier Filter by Carrier Allianz American Life Ameritas Aspida Corebridge Financial Equitable Guaranty Income Life Insurance Company Integrity Life Jackson MassMutual Ascend Midland National® Pacific Life Protective Security Benefit TIAA Transamerica Sort by Publish Date Order Sort by Oldest First Sort by Most Recent Showing 9 Results of 105 Video Breakaway Accelerator Program Oct 24, 2023 Vice President of Member Success, Tim Rembowski, explains the benefits of DPL's Breakaway Accelerator Program... Video Investment News RIA Labs: Fee Based Everything Jun 13, 2022 This RIA Lab replay explores the many options available that allow RIAs to deliver a... Video Partnering with Top Insurance Carriers to Grow DPL’s Annuity Marketplace Jun 10, 2022 Vice President of Business Development, Sam Johnson, shares how DPL partners with carriers to continue... Video How to Talk to Clients about Annuities Jun 10, 2022 Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share... Video Low Interest and High Inflation – Solve: Commission-Free Annuities Jun 09, 2022 Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming... Video The Best Decumulation Strategies? Commission-Free Annuities. Jun 08, 2022 DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members are staying proactive in this low... Video How DPL Brings Innovative Annuity Products to Market Jun 08, 2022 Vice President of Business Development, Sam Johnson, shares how DPL works with its carrier partners... Video How DPL Educates Financial Advisors About Annuities Jun 08, 2022 Lead Consultant, Jonathan Barth, shares how the DPL team help financial advisors explore and understand... Video How to Use DPL’s Annuity Product Discovery Calculators Jun 07, 2022 Vice President of Member Success, Tim Rembowski, explains how the DPL Product Discovery Tools help... Video Annuity Myth: How DPL Improves Annuities for Advisors and Clients Jun 07, 2022 Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide... Video Commission-Free Annuity vs. Fixed Income for Retirement Strategy Jun 06, 2022 DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members can solve for under- performing fixed... Video Benefits of Annuities in the Financial Plan Jun 06, 2022 Lead Consultant, Jonathan Barth, shares how DPL’s team help financial advisors improve client cases with... Video How DPL Helps Financial Advisors with 1-on-1 Client Cases Jun 05, 2022 Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms... Video Annuity as a Litmus Test Jun 05, 2022 Founder and CEO of DPL Financial Partners, David Lau, explains why true fiduciaries should consider... Video How Black Diamond Members Leverage Commission-Free Annuities Jun 04, 2022 DPL’s Lead Consultant, Ross McGoodwin, shares how Black Diamond financial advisors can discover Commission-Free annuities... Video Leveraging the MYGA (Multi Year Guaranteed Annuity) for Fixed Income Jun 03, 2022 DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members can leverage solutions in the MYGA... Video How DPL Helps Solve the Retirement Crisis Jun 03, 2022 Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is... Video Using RILAs for Upside Potential & Downside Protection Jun 01, 2022 DPL’s Lead Consultant, Ross McGoodwin, shares how financial advisors can leverage Commission-Free registered index-linked annuities... Video Annuities: A Packaged Income Stream for Retirement Jun 01, 2022 Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools... Video How Financial Advisors Think About Annuities Today May 27, 2022 DPL Consultant Ross McGoodwin discusses how financial advisors are shifting their mindset around Commission-Free insurance... Video Investment News Retirement Income Summit | David Lau May 18, 2022 David Lau discusses the role of annuities in a retirement portfolio and why the 4%... Video The Avantis Barclays Volatility Control Index Jan 11, 2022 In this video, DPL's David Lau announces an innovative asset allocation option for RIAs. DPL... Video DPLU Educational Platform Dec 21, 2021 DPL Members, you can now access DPLU, an online educational platform built to expand your... Video The Era of Low Interest Rates Dec 10, 2021 DPL's Founder and CEO, David Lau, explains what this era of low interest rates means... Video DPL's MYGA Marketplace Nov 24, 2021 A MYGA, or Multi-Year Guaranteed Annuity, is a simple product that offers a guaranteed rate... Video Why Join the DPL Team Jul 06, 2021 Watch this short video to see why a career at DPL Financial Partners could be... Video How annuities generate income without taking on portfolio risk May 19, 2021 DPL's Jonathan Barth explains how using Commission-Free annuities can help mitigate risk in a financial... Video DPL's Advisor Podcast Series May 15, 2021 Listen to DPL's newest advisor podcast series; Advisor Revelations and A Day at DPL. You... Video Benefits of Structured Variable Annuities May 13, 2021 Senior Consultant, Willie Jones, explains why Structured Variable Annuities, also known as Buffer Annuities, can... Video Why annuities belong in a 401K plan May 13, 2021 DPL's David Lau explains why he believes annuities belong in a 401(K) plan and how... Video DPL's Mission to Drive a Market for Advisor and Client Success May 13, 2021 Founder and CEO, David Lau, describes the mission-driven nature of DPL and how the team... Video How Commission-Free insurance benefits breakaway advisors May 13, 2021 RIA Consultant, Jonathan Barth, shares the difference that using Commission-Free insurance and annuities makes for... Video The difference between Commission and Commission-Free annuities May 03, 2021 DPL's Jonathan Barth explains the significant difference between products sold on a commissioned basis, and... Video Why stocks and annuities are the new "Plan A" Apr 28, 2021 DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for... Video DPL Capital Raise Announcement | January 2021 Jan 13, 2021 DPL's Founder and CEO, David Lau, shares his excitement around securing capital from Eldride and... Video Just OK is Not OK Dec 03, 2020 As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and... Video SS&C Announces SS&C Advent Insurance Marketplace Powered by DPL Sep 29, 2020 Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access... Video A Day at DPL with David Blanchett | Goal setting with clients Jun 25, 2020 David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with... Video A Day at DPL with David Blanchett | Retirement planning for younger clients Jun 25, 2020 Starting the conversation with younger clients about annuities and retirement income is easier than you... Video A Day at DPL with David Blanchett | The power of Commission-Free annuities Jun 08, 2020 DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be... Video A Day at DPL with David Blanchett | Level setting with annuities May 18, 2020 David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the... Video A Day at DPL with David Blanchett | The magnitude of failure May 12, 2020 David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David... Video A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset May 06, 2020 In this short video, David Blanchett addresses the importance of guaranteed income and his belief... Video A Day at DPL with David Blanchett | When to talk to clients about annuities Apr 30, 2020 In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations... Video A Day at DPL with David Blanchett | Using annuities in a 401K plan Apr 20, 2020 David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau... Video A Day at DPL with David Blanchett | How to talk to clients about annuities Apr 07, 2020 DPL Founder and CEO, David Lau, and David M. Blanchett, Ph.D., CFA, CFP®, head of... Video David Lau's Perspective: How Advisors Can Compete in a Commoditized Marketplace Mar 27, 2020 Founder and CEO of DPL Financial Partners, David Lau, explains why advisors should compete in... Video David Lau's Perspective: The Story of My Father Mar 27, 2020 Retirees' emotional attitudes towards their retirement nest eggs are just as important as the actual... Video A Day at DPL with Wade Pfau | Annuities: Protected lifetime income & client peace of mind Mar 26, 2020 With an investments-only retirement strategy, it's hard to manage risk. Wade Pfau, Professor of Retirement... Video A Day at DPL with Wade Pfau | Good vs. bad annuities Feb 13, 2020 Wade Pfau, Professor of Retirement Income at The American College and DPL Founder and CEO... Video A Day at DPL with Wade Pfau | How a fixed index annuity works Feb 04, 2020 Understanding how a fixed index annuity works can get a little confusing. Wade Pfau PhD... Video A Day at DPL with Wade Pfau | Annuities vs. a total return approach to generate retirement income Feb 04, 2020 Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau discuss how the... Video A Day at DPL with Wade Pfau | Consumer attitudes about annuities Feb 04, 2020 Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau explore some of... Video A Day at DPL with Wade Pfau | How to allocate to an annuity Feb 04, 2020 Many advisors ask DPL about allocating to an annuity . Wade Pfau PhD, CFA, RICP... Video A Day at DPL with Wade Pfau | Annuity misconceptions: the insurance carrier can go out of business Feb 03, 2020 Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau debunk common myths... Video A Day at DPL with Wade Pfau | Annuity misconceptions: I won't receive any benefit from an annuity Feb 03, 2020 DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP talk about the... Video A Day at DPL with Wade Pfau | 3 Ways to fund retirement spending goal Feb 03, 2020 When funding a retirement spending goal, there are 3 key ways to do so successfully... Video A Day at DPL with Wade Pfau | Why bonds are least efficient way to fund retirement spending Feb 03, 2020 Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau dig into reasons... Video A Day at DPL with Wade Pfau | Annuity misconceptions: never use an annuity if interest rates are low Feb 03, 2020 DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to... Video A Day at DPL with Wade Pfau | Annuity misconceptions: annuities are very complex Feb 03, 2020 DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to... Video A Day at DPL with Wade Pfau | How to use a variable annuity Feb 03, 2020 DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP, discuss the best... Video A Day at DPL with Wade Pfau | How to use a fixed index annuity Feb 03, 2020 Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau discuss the best... Video A Day at DPL with Wade Pfau | Annuity misconceptions: all annuities are created equal Jan 30, 2020 Through this educational video series, you'll meet leading experts who come to speak with David... Video A Day at DPL with Wade Pfau | Safety-First Retirement Planning Jan 28, 2020 DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to... Video A Day at DPL with Wade Pfau | The value of removing commissions from annuities Jan 28, 2020 Wade Pfau, Professor of Retirement Income at The American College and DPL Founder and CEO... Video Real World Case Study: Multi-Year Guaranteed annuity (MYGA) Jan 26, 2020 DPL Consultant Ross McGoodwin gives us a Real World Case Study about how an advisor... Video How DPL helps carriers be successful in the RIA market Jan 25, 2020 DPL consults with our carrier partners, sharing insight and feedback from our members to help... Video Industry reaction to what DPL is building Jan 24, 2020 More and more advisors are joining DPL. David Lau explains the industry's reaction to what... Video The energy of DPL Jan 23, 2020 Consultant Sam Johnson shares his excitement around DPL's mission and growth. Video What advisors see when they become open to insurance Jan 22, 2020 David Lau explains what benefits advisors notice as they begin to explore insurance options with... Video How DPL supports fee-only advisors in client insurance conversations Jan 22, 2020 DPL consultants lead with education. Ross McGoodwin tells us how DPL supports fee-only advisors and... Video Has it gotten easier to talk to fee-only advisors about insurance? Jan 22, 2020 DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the... Video Advisor Reaction: “What if we don’t do this?” Jan 14, 2020 David Lau discusses what will happen if advisors choose not to partner with DPL and... Video Working with DPL vs. Working with Commissioned Insurance Agencies Jan 14, 2020 Willie Jones explains how Commission-Free annuities and insurance can deliver greater value to an advisory... Video How DPL shares feedback between members and carriers Jan 14, 2020 Hear DPL Financial Partners Sam Johnson elaborate on DPL's commitment to provide feedback to our... Video How DPL Helps Breakaways Smooth the Transition Jan 14, 2020 Consultant Ross McGoodwin explains how DPL helps breakaway firms seamlessly transition when leaving their broker-dealer. Video Advisor response to DPL after the first year Jan 13, 2020 Hear DPL Financial Partners CEO & Founder, David Lau, speak to advisors response to DPL... Video Educating Advisors about fee-only insurance options Jan 13, 2020 When DPL brings on a new firm, our Consultants start by taking an in-depth look... Video How we consult with our carrier partners Jan 10, 2020 DPL consults with our carrier partners, sharing insight and feedback from our members to help... Video How we work with breakaways Jan 09, 2020 Breakaway RIAs can benefit from partnering with DPL for many reasons. Consultant Ross McGoodwin explains... Video Advisor Reaction: “I can’t unsee this.” Dec 11, 2019 David Lau describes an advisor's reaction after taking a closer look at how annuities can... Video Using no-load insurance to differentiate your practice Dec 10, 2019 David Lau explains how no-load insurance helps advisors differentiate their practice. Video Real World Case Study: Providing fee-only secure income solutions Dec 10, 2019 DPL Consultant Ross McGoodwin talks about how DPL can provide fee-only, secure income solutions for... Video Why low yield environments are a good time to use an annuity Dec 10, 2019 Bond yields being low makes annuities even more appealing compared to fixed income. David Lau... Video Implementing insurance using technology Dec 10, 2019 Sam Johnson explains how DPL helps advisors integrate insurance solutions into Orion, MoneyGuidePro and other... Video Why should RIAs work with DPL Feb 07, 2019 DPL Consultant Jonathan Barth explains how DPL helps educate advisors about Commission-Free insurance and the... Video Annuity Rescue+ Feb 07, 2019 DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients... Video David Lau's Perspective: Billing on Insurance Feb 07, 2019 David Lau explains why advisors have to bill on insurance as they would on any... Video David Lau’s Perspective: Product Development for the RIA Market Feb 07, 2019 DPL’s David Lau talks about the product development process for the RIA market. Video David Lau’s Perspective: Product Distribution in the RIA Channel Feb 07, 2019 DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy... 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