Deliver client value and potentially grow AUM with Commission-Free annuity and insurance solutions.

Commission-Free annuities and insurance can be game-changers for RIAs and their clients in retirement. DPL helps advisors learn about today’s annuities, how they have changed, and ways they can be used to generate income and protect and grow assets in a financial plan.

Schedule a call with one of our Consultants to learn how we work with RIAs to incorporate Commission-Free annuities and insurance into their practices.

Learn how to use Commission-Free annuities and insurance as a part of your holistic financial planning strategy.

Learn how DPL’s turnkey insurance management platform helps RIAs levergage no-load annuities and insurance as part of their holistic financial planning process. Our Consultants can answer your questions about our commission-free products and solutions, how we work with advisors, and how you can get up and running with insurance in your fee-only practice.

The annuity is the single most important investment vehicle in the next 10 years.

Harold Evensky, Chairman of Evensky & Katz/Foldes Financial, “Dean of Financial Planning”

Why Annuities are Important Today

Fiduciary advisors are turning to no-load annuities to deliver a holistic financial planning process that meets client needs for:

  • Efficient, guaranteed income
  • Downside protection against market downturns
  • Client peace of mind they won't outlive their income
  • Accumulation and tax deferral