Apr 13, 2020
David is the Founder and Chief Executive Officer of DPL Financial Partners, a network that connects Registered Investment Advisors and fee-based advisory channels with insurance solutions from the nation’s top carriers.
David started DPL with an idea to distribute variable annuities through RIAs and fee-only advisors. That seemed like a gamble at the time. David’s hunch proved accurate. In just two years, DPL membership achieved an RIA footprint that approached some of the largest, well-established platforms in the industry.
In this conversation, we discuss
how DPL has built a turnkey, product-agnostic insurance platform
for RIAs. Insurance is an important part of a holistic financial
plan. David argues that advisors can — and should — use insurance
products when that’s the best and most appropriate solution for
their clients. However, fee-only advisors have historically had to
refer their clients to outside insurance professionals because of
commissions. DPL eliminated the need to do
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