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Press Center
Dec 14, 2023
For at least the past three decades, the financial services industry has been steadily, even aggressively, moving toward low-cost products with...
Our Team
Matt has over 18 years of industry experience. After graduating from St. Bonaventure University Matt spent time as a financial advisor with Northwestern Mutual. He moved into the wholesaling side of financial services with Jackson National and Great-West Financial.
Article
Oct 25, 2018
Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners who strongly consider themselves fiduciaries, I explained the benefit of tax-favored longevity insurance using a qualified longevity annuity contract (QLAC). I even called them a “no brainer” when building...
Our Team
Mike is a seasoned professional with expertise in complex strategy products and a passion for helping clients achieve their financial goals. He started his career at Jackson National, where he gained valuable experience in annuities and retirement planning.
Article
Feb 14, 2024
In 2023, Major League Baseball implemented rule changes designed to improve the game for players and fans. This year, MLB is adjusting those rules to make sure they accomplish what was intended. 1 A similar thing is happening in financial services. The financial industry has been making changes to...
Article
Apr 12, 2017
4 Approaches To Managing Sequence Of Returns Risk In Retirement Attempting to sustain a fixed living standard using distributions from a portfolio of volatile assets is an inefficient retirement income strategy. This is a unique source of sequence risk. Four general techniques for managing sequence...
Press Center
Feb 21, 2024
T3 survey shows firm’s market share growth as DPL member AUM surpasses $1T LOUISVILLE, KY, Feb. 21, 2024 — DPL Financial Partners, the leading...
Press Center
Feb 27, 2024
Expanded partnership gives thousands of RIAs direct access to DPL’s no-load annuity marketplace and technology Omaha, NE, Feb. 27, 2024 — DPL...
Press Center
Feb 27, 2024
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities. DPL Financial Partners and Orion...