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Press Center
Sep 23, 2019
WealthAdvisor Allianz Life Receives Favorable IRS Ruling On Tax Treatment Of Fees From Annuities (investmentnewsnet) Allianz Life Insurance Company of...
Press Center
Sep 19, 2019
WealthManagement.com The Future of Fintech Collaboration Defined by Data Fintech providers and RIAs looked into the future and found that data is key...
Our Team
Janna joins the DPL team as a New Business Specialist. She has prior experience in the loan and healthcare industry. She recently returned to Louisville after spending 5 years in Minnesota where she mastered the art of shoveling snow. She graduated from Indiana University Southeast with a B.S.
Article
Sep 18, 2024
Remember when the Federal Reserve started bumping its benchmark interest rate in 2022 to help combat rising inflation? Those rate increases – 11 in all during 2022 and 2023 – helped drive interest rates on annuities to historic highs. Annuity sales soared as many people took action to lock in the...
Press Center
Oct 01, 2019
The Internal Revenue Service allows clients to exchange one VA contract for a new one without paying tax on the income and investment gains earned on...
Article
Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around age 50, many people are completing the pre-flight checklist for retirement. One of the items always at or near the top of the list is healthcare. While Medicare pays a variety of healthcare costs after age 65, many people...
Press Center
Nov 07, 2019
Retirement Income Journal How to Choose an Annuity Issuer Shopping for an annuity, like shopping for a car, involves questions about the manufacturer...
Our Team
Duane joins the DPL team as a Regional Vice President of Enterprise Member Success. Duane brings over 25+ years' experience in sales and business development in the financial services industry.
Press Center
Nov 20, 2019
LOUISVILLE, KY., November 20, 2019 – DPL Financial Partners (“DPL”), the leading insurance network for registered investment advisors (“RIAs”)...
Video
Dec 10, 2019
David Lau explains how no-load insurance helps advisors differentiate their practice.