Join leaders from DPL Financial Partners and Principal to learn how no-load disability and term insurance can bring valuable benefits to clients’ financial plans and provide peace of mind.
Here’s What You’ll Learn
- How removing the commissions from disability and term insurance delivers greater client value
- How disability and term insurance work and what to expect, from underwriting to implementation, should your client need it
- Which clients could benefit from disability and term insurance and the strategies for incorporating them in your planning process
Founder & CEO, DPL Financial Partners
David Lau is the Founder and CEO of DPL Financial Partners, the leading turnkey insurance management platform for RIAs, that brings low-cost, commission-free insurance solutions from a variety of the nation's top carriers to fee-only advisors. Prior to founding DPL, David served as Chief Operating Officer at Jefferson National, now Nationwide Advisory Services, and drove the development and implementation of the industry’s first and only flat-fee variable annuity product (Monument Advisor).
VP & Actuary, Principal
Nate Schelhaas is Principal's VP & Actuary in the Individual Life division. He manages his division's product, strategy, and actuarial teams, and has been with Principal for 23 years. Prior to his current role, he served as the Life division Chief Financial Officer.
AVP & Chief Underwriter, Principal
Jeff serves as AVP & Chief Underwriter for Principal's Disability Income Insurance Division. Prior to joining Principal, Jeff worked for 20 years with another insurance carrier. His experience on both the external distribution and internal underwriting teams of Principal over the last decade serve him well through his oversight of the company's underwriting strategy.