Strategic Financial Planning with Commission-Free Disability and Term Insurance

Date: September 24, 2020
Time: 12:30 – 1:30 PM ET

Join DPL Financial Partners Founder & CEO David Lau and leaders from Principal to learn about the industry’s first Commission-Free disability insurance, as well as the carrier’s no-load term life solutions, designed for RIAs. With Principal’s Individual Disability Income insurance, fiduciaries have an opportunity to help their clients plan for the unexpected and protect their income – the asset they rely on most – should an event happen that prevents them from working.

During this DPL carrier partner webinar, 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

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

  1. How removing the commissions from disability and term insurance delivers greater client value
  2. How disability and term insurance work and what to expect, from underwriting to implementation, should your client need it
  3. Which clients could benefit from disability and term insurance and the strategies for incorporating them in your planning process
Register Now

Speakers

Nicole Benz

David Lau

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).

Nate Schelhaas

Nate Schelhaas

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.

Jeff Kruger

Jeff Kruger

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.

Benefits DPL Members Love

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Commission-Free life and annuity products
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Unlimited access to unbiased insurance professionals
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Ongoing education about ways to leverage insurance
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Single point
of contact

Get Started

Learn more about how DPL works with RIAs like you and access our library of webinars, videos, case studies, whitepapers and more.