Membership in DPL can be game-changing for your clients and your firm.

Grow your practice and expand
client services with DPL.

  • 1
    Commission-Free solutions

    Access to low-cost, no-load products built with RIAs in mind

  • 2
    Education & support

    Ongoing member education about solutions and how to use them

  • 3
    Strategic partnership

    Unlimited support from our team of licensed insurance professionals

THE POWER OF MEMBERSHIP

DPL is a membership organization. That means that firms pay a small annual fee to become members of the DPL community and enjoy access to DPL's resources and product expertise. This membership model allows us to leverage the collective buying power of our members as we work with carriers to create low-cost annuities and life insurance products that eliminate expensive commissions and distribution costs.

Membership fees are determined by a firm’s AUM:

Firm AUM

<$100M

$100M - $250M

$250M - $1B

$1B+

Membership Fee

$1,000/yr.

$1,500/yr.

$3,000/yr.

$5,000/yr.

In the last year, over 200 RIA firms have become members of DPL's community. They are fee-only practices, hybrids, and breakaways, and range in size from under $5M in AUM to well over $10B in AUM. They all are committed to serving their clients' best interests, exploring ways to better meet client needs, and growing their businesses.

Benefits of Membership

  • Fee-Only
    Products
  • Insurance
    Expertise
  • Single
    Point of Contact
  • Top
    Carriers
  • Turnkey
    Solution
  • Writing Agent
    for All Policies

Benefits of Membership

  • Fee-Only
    Products
  • Insurance
    Expertise
  • Single
    Point of Contact
  • Top
    Carriers
  • Turnkey
    Solution
  • Writing Agent
    for All Policies

Become a Member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients' insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.