How DPL Helps Breakaways Transition to Independence

Advisors who are breaking away from a wirehouse or broker-dealer face unique challenges. RIA in a Box can help get your new business up and running. DPL helps ensure you don’t leave assets, or client solutions, behind.

DPL’s turnkey insurance platform helps breakaways:

  • Increase AUM and revenue by bringing held away assets under your management, eliminating orphan accounts
  • Deliver a holistic financial planning experience that includes Commission-Free insurance and annuities
  • Retain clients and capture share of wallet with secure retirement income, protected growth and other solutions clients want and need

Download DPL’s breakaway guide to learn more about how we help breakaway advisors successfully implement insurance and annuities into their new practices. It’s easier than you might think.

“DPL is on top of it. They go to bat for us and help us understand and use insurance for what it can accomplish within the plan. They either know or find answers to all our questions.”

Jacob NewcomerFounder, Chicory Wealth

DPL supports advisors through their transition. Download the Breakaway Guide to learn more.
  • Product Discovery Tools
  • Product Information
  • Webinars
  • Videos
  • Podcasts
  • Whitepapers
  • Surveys

The Benefits of Commission-Free Insurance for Breakaways

Contact Us

Reach out to DPL’s team with questions, comments, and feedback. We’re here to help.