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Jul 10, 2019

Money, Riches & Wealth with David Lau

David Lau joins Drew to discuss annuities and how they benefit consumers in retirement.

Article

May 10, 2024

Annuities & Retirement Risk Management, Part 1: Longevity & Cognitive Decline

Annuities can help reduce risks associated with longevity and cognitive decline. Note: This is the first article in a two-part series that discusses strategies for managing key retirement risks, including longevity, cognitive decline, and market downturns. In some ways, retirement planning is like...

Our Team

Crystal Beatriz

Crystal has worked in finance for a total of 14 years between two separate banks — she brings this valuable experience to her role as a Processor on the DPL team. Crystal has three children and loves to spend time with her family.

Press Center

Aug 22, 2019

AmeriLife just bought a $2.7-billion TAMP

RIABiz AmeriLife just bought a $2.7-billion TAMP based on growing belief pre-packaged RIA services and commission-sold insurance can be sold out of...

MYGA Campaign

Our Team

Josey Taylor

Josey Taylor bring years of valuable experience to her role as a Processor at DPL. Previously, she has worked as both a Bank Teller and Customer Service Representative, in addition to a Deputy Clerk at the Shelby County Clerk’s Office.

Press Center

Jun 26, 2019

Annuities Are Potentially More Useful Today Than Ever

PlanAdvisor Annuities Are Potentially More Useful Today Than Ever Anxiety about turning DC plan assets into a “lifetime retirement paycheck” in such a...

Our Team

Ashley Hammond

Ashley has a passion for helping clients achieve their financial goals by utilizing a commission-free strategy with best in class annuity and insurance solutions.

Press Center

Jul 15, 2019

Adviser compensation is the challenge with fee-based annuities

InvestmentNews Adviser compensation is the challenge with fee-based annuities Advisers who pull their fee from nonqualified annuities could cause a...

Our Team

Reagan Thornton

Reagan joins DPL at the HR Manager. She is originally from a small town in Illinois but attended the University of Kentucky (UK) for her undergraduate studies. Reagan graduated from UK in 2021 with bachelor’s degrees in both Management and Marketing.