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Our Team
Jonathan brings over 10 years of experience in the financial services industry, primarily working as an internal wholesaler with Prudential Financial. He is passionate about educating financial advisors on the benefits of annuities and how they can enhance their clients’ financial plans.
Video
Jan 10, 2020
DPL consults with our carrier partners, sharing insight and feedback from our members to help them develop Commission-Free products for the RIA market.
Webinar
Feb 11, 2021
It’s common for a prospective client to come in the door with one or more commission-based annuities sold to them by a previous advisor or insurance...
Webinar
Jul 25, 2024
Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think about annuities for your clients in today's changing...
Video
Dec 10, 2019
DPL Consultant Ross McGoodwin talks about how DPL can provide fee-only, secure income solutions for RIAs and their clients.
Webinar
Apr 23, 2024
Join us for an insightful webinar where we delve into innovative insurance strategies for your practice. Life insurance can be a compelling asset...
Webinar
Sep 12, 2024
With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come hear how life insurance could help your wealthy clients transfer an...
Video
Dec 10, 2019
Bond yields being low makes annuities even more appealing compared to fixed income. David Lau explains why.
Webinar
Sep 02, 2024
Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver income security and the peace of mind it...