DPL Financial Partners
DPL Financial Partners offers commission-free annuities and insurance products, providing tools and resources for financial advisors and RIAs to enhance retirement planning and wealth management.
Services
DPL Financial Partners provides a range of services including access to commission-free annuities and insurance products. They offer various tools for evaluating existing annuities, exploring guaranteed income, and comparing fixed income solutions. Their platform also includes the Guaranteed Income Analysis and the Annuity Comparison Calculator to aid financial advisors in providing comprehensive retirement planning. Additionally, they provide educational resources such as webinars, podcasts, and DPL University.
Products
DPL Financial Partners offers diverse financial products including fixed index annuities, variable annuities, and term life insurance. Their MYGA Marketplace provides multi-year guaranteed annuities with a range of durations and rates, going up to 6.25%. They work with leading insurance carriers to ensure that their products are commission-free, aiming to provide transparent and efficient financial solutions for clients.
Retirement Planning Tools
DPL Financial Partners offers several tools designed to assist with retirement planning. One notable tool is the Retirement Income Style Awareness (RISA) profile, which helps in creating personalized retirement plans. Additionally, their Guaranteed Income Analysis tool and Annuity Comparison Calculator support financial advisors in assessing annuities and planning for their clients' retirement income, principal protection, and wealth accumulation needs.
Support for RIAs
DPL Financial Partners collaborates with Registered Investment Advisors (RIAs) to incorporate commission-free annuities and insurance into their practices. Through their Breakaway Accelerator Program, they facilitate advisors' transition to independence. Their membership model allows firms access to DPL’s technology, resources, and product expertise, promoting a fiduciary approach to managing annuity assets.
Educational Resources
DPL Financial Partners prioritizes education by offering a variety of resources for financial advisors. These include webinars, podcasts, and the DPL University, providing insights into best practices and new developments in financial planning. These educational tools are designed to enhance advisors’ knowledge and service delivery in the financial sector.