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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.

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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.

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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.

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Apr 17, 2019

Financial advisers at risk if they don't consistently innovate

InvestmentNews Financial advisers at risk if they don’t consistently innovate Advisers need to keep up with changes or risk being commoditized...

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Feb 27, 2019

Envestnet shares spike, but fundamentals reassure Wall Street, rather than big future annuity profits, gaining 2,300 Schwab RIAs on the cheap and diminished Yodlee pain

RIABiz Envestnet shares spike, but fundamentals reassure Wall Street, rather than big future annuity profits, gaining 2,300 Schwab RIAs on the cheap...

Our Team

Andrew Higdon

Andrew joins the DPL team as a Membership Consultant. Andrew graduated from the University of Kentucky with a double major in Finance and Marketing. He played lacrosse and was captain of the Kentucky lacrosse team for two years. Andrew was born and raised in Louisville, Kentucky.