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DPL Financial Partners
Insurance
Louisville, Kentucky 3,070 followers
Commission-Free Insurance. Join the Revelation.
About us
DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers. DPL's commission-free products, proprietary tools and embedded technology enable RIAs to incorporate insurance and annuities into their practices to more holistically serve their clients. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan.
- Website
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https://www.dplfp.com
External link for DPL Financial Partners
- Industry
- Insurance
- Company size
- 51-200 employees
- Headquarters
- Louisville, Kentucky
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Insurance, Consulting, Registered Investment Advisors, Financial Services, Distribution, life insurance, and annuities
Locations
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Primary
1906 Stanley Gault Pkwy
Louisville, Kentucky 40223, US
Employees at DPL Financial Partners
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Steve Werrlein
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Michael Titus
Head of Distribution - DPL Financial Partners | Stanford GSB | Leader | Relationship Manager | Problem Solver | Analytical Thinker | Sales | Legal |…
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Grant Johnstone
Johnstone Brokerage Services & DPL Financial Partners
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Jeffrey Oberg
Bringing Fee-Based Annuity and Insurance Solutions to RIAs
Updates
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How many of you hear the word "annuity" and run for the hills? We get it — you're not alone! DPL strives to remove the commissions and complexities from annuities...making them a powerful tool for your clients, without the fear factor. Listen to Jack Csenge, CFP® talk more about his experience working with DPL in our latest episode: https://bit.ly/4fyRYZ3
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Election day is tomorrow... Polls show many Americans say that (1) inflation & (2) the cost of living are the top election concerns this year — both can significantly impact retirement finances. Learn more about consumer sentiment in U.S. News & World Report: https://bit.ly/3UwbwFE
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"You can’t perfectly predict the future, but you can plan for it." 5 tips to plan for the unexpected: 1. Save more than you think you need 2. Insure against the obvious risks 3. Protect against unanticipated costs & events 4. Keep spending in check 5. Plan iteratively The future is inevitable. Have you planned for it? Read the full article: https://bit.ly/48hfs2F
Five Financial Tips to Help You Plan for the Unexpected
kiplinger.com
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Don't let retirement planning SPOOK you! 👻🎃 At DPL, we're here to help add certainty to your portfolio with fee-based annuities — so your retirement can be full of treats, not tricks. Learn more at dplfp.com
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No-load annuities can be a powerful solution to help safeguard clients' futures while growing your recurring revenue. With guaranteed income and principal protection, they can provide stability and peace of mind in uncertain markets. Have you considered them for your clients' portfolios? Learn more: https://bit.ly/48UoTnp #FinancialPlanning #WealthManagement
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With the election right around the corner and market volatility on the horizon, now is the time to expand your client offerings before their emotions take over...and they exit the market. MYGAs are an alternative to CDs, often offering higher yields & liquidity — what clients want during market changes. Listen to Kameron & John explain why MYGAs & fixed income strategies are strong choices in this year: https://bit.ly/3y8SMnb
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Struggling to scale your firm and offer competitive insurance solutions? DPL can help. Bellwether Wealth used our tools to streamline their process, scale faster, and offer a range of no-load products. Schedule time to review your annuity book and see how your firm can do the same: https://bit.ly/443Lvkv Watch the full episode: https://lnkd.in/eZiWAJSG
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Breaking away from your broker dealer can be an intimidating process — but worth it. In our latest episode, Bellwether Wealth advisors share how they successfully transitioned to independence with our help — and how we were able to transition their expansive book of annuities to their RIA umbrella. Learn how you can do the same by listening to the episode now: https://lnkd.in/eZiWAJSG