DPL Financial Partners

While most of the financial industry is focused on accumulation strategies, incorporating guaranteed income solutions allows advisors to provide what clients value most in retirement: security, stability, and peace of mind. Learn more about this approach and its benefits for your clients and firm on our latest podcast episode featuring DPL's Kameron McRay and Logan C.. Spotify: https://spoti.fi/4jiPe4H

"Shifting the traditional 60/40 portfolio to 60% stocks, 20% bonds and 20% MYGA helps reduce market risk and guarantees a yield level for a portion of the portfolio," says David Byrnes, Chief Distribution Officer at Security Benefit. DPL offers a selection of commission-free MYGAs as bond alternatives, providing advisors with powerful tools to deliver protection and predictability for clients. Read more: https://bit.ly/4gN3G3g

How can advisors help elevate their practice and grow their firms? By partnering with companies that simplify their operations — freeing up time to focus on building strong client relationships. Michael Kitces and David Lau share how platforms like DPL are reshaping the RIA industry. Listen here: https://bit.ly/3xqUzDz

Take the first step toward independence. Register for our upcoming webinar to learn how DPL's Breakaway Accelerator Program can support your journey: https://bit.ly/3ZQ4JrZ

By starting tax and financial planning early, you should have plenty of time to take any actions necessary to help minimize taxes, maximize income, and protect assets in the new year! Learn how in our latest blog: https://bit.ly/48JfS1I

Join DPL Founder & CEO, David Lau, and EVP Business Development, Steve Werrlein, at the Orion Ascent Conference! The Orion + DPL partnership brings streamlined integration for enhanced efficiency — we would love to tell you more. We hope to see you there!

Modern, fee-based annuities have come a long way. With benefits like flexibility, principal protection, and guaranteed income, these products can adapt to your clients' unique financial goals. Hear Matt Robinson share more about these modern solutions in our latest podcast: https://lnkd.in/eYbwqQkZ

Still working on your New Year's resolutions? Add financial security to the list for 2025! Here are five tips from Forbes to help keep your finances in order next year.

DPL’s solutions are designed with flexibility in mind, empowering advisors to meet the unique needs of every client. Want to learn how our fee-based products adapt to deliver these strategies? Catch our latest podcast to learn more! Spotify: https://spoti.fi/3BUVTRU YouTube: https://bit.ly/3PhTLXB

As a financial advisor, you should be evaluating all your options. At DPL, we offer a technology platform that can give you the opportunity to find the best fee-based product for each client's portfolio. Matt Robinson and Jackson Bradley discuss more about annuitization and lifetime income in our latest podcast. Listen now! Spotify: https://spoti.fi/3BUVTRU YouTube: https://lnkd.in/eYbwqQkZ