DPL Financial Partners
Filed under: Consulting Firm, Insurance
Company info:
Top executive: David Lau
5023224922
1906 Stanley Gault Parkway
Louisville, Kentucky, United States, 40223
Etcetera:
Founded in 2016
Q&A:
What is the service or product you offer to RIAs?
DPL Financial Partners is the first and leading RIA turnkey insurance management platform that brings Commission-Free insurance solutions from a variety of the nation's top carriers to RIA practices. DPL has created a marketplace of no-load insurance products that enables RIAs to incorporate insurance and annuities into their practice to more holistically serve their clients. Clients benefit from products with improved pricing and fiduciary implementation rather than commissioned, sales-driven ones.
How do you differentiate your offering from competitors?
In these times of fee-compression and client demand for increased services, our goal at DPL is to work with RIAs as a strategic partner. Our team supports your team to bring the benefits of low-cost annuities and life insurance to your clients by leveraging our experience building and utilizing Commission-Free products. DPL works for our members – and their clients. We’re not affiliated with a carrier and we aren’t pushing proprietary products. Our consultants’ focus is on helping advisors find the solutions that best meet their clients’ needs – and if we don’t have the best product, we’ll refer you to someone who does.
What else would you like to say about your business?
Member firms pay an annual membership fee based on their AUM. For this fee, all of the advisors in the member firm get access to DPL's team of consultants, products and educational resources for members. Set up a call with one of our RIA Consultants or visit our FAQs page on dplfp.com for more information on membership in DPL.