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Sep 18, 2023
When it comes to retirement planning, annuities can be a valuable tool. They can offer a steady stream of income, which can be crucial for individuals seeking financial security after they stop working. Annuities offer other benefits as well, including the ability to grow your money tax-deferred and...
Video
Feb 07, 2019
DPL Consultant, Jonathan Barth, explains how DPL helps RIAs alleviate a common pain point and incorporate insurance into their practices.
Video
Feb 07, 2019
DPL’s David Lau talks about the challenges for carriers who are looking to distribute their products to the RIA market.
Press Center
Sep 20, 2023
DPL Financial Partners, a commission-free insurance platform for registered investment advisors, announced Wednesday that it is acquiring AnnuityFix...
Our Team
Sanketh joins DPL as a Senior Analytics Engineer and brings expertise in Data Science, Advanced Analytics and Data Visualization. He holds a Masters degree in Business Analytics and Data Science from University of Cincinnati.
Article
Oct 12, 2023
Planning for a financially secure retirement involves making informed decisions about how to source sustainable income. The 4% Rule is a popular rule of thumb used to determine how much retirees can safely withdraw each year from their investments portfolios to support their retirement spending. In...
Press Center
Sep 20, 2023
Founder Grant Johnstone joins RIA insurance platform as CCO LOUISVILLE, KY, September 20, 2023 — DPL Financial Partners, the leading commission-free...
Press Center
Oct 18, 2023
Schneider Small Cap Value Fund is one of the worst-performing mutual funds of the past 25 years, Morningstar said recently, returning -18.9% after...
Press Center
Oct 18, 2023
The inclusion of an annuity in an RIA client’s retirement income strategy has a positive impact on that client’s behavior—they’re more comfortable...
Video
Nov 30, 2018
DPL’s Nicole Benz explains how DPL works with members as the licensed insurance professional.