DPL Financial partners

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Presentation transcript:

DPL Financial partners Bridging the Gap Between RIAs and Insurance Carriers FPA of Greater Indiana | March 2, 2018 David Lau, Founder & CEO

THE DISCONNECT

THE DISCONNECT – WHY IT MATTERS The current situation leaves most RIAs having to refer out their insurance business to a commission-based third party, which means: RIAs lose control/visibility over a key part of their clients’ financial plan Clients may end up with poorly chosen and/or inappropriate, commissioned insurance products RIAs lose out on a potentially significant pool of assets they could manage in-house The annuity industry is nearly a $4 trillion market Life insurance is $12 trillion

THE EVOLUTION By removing the commissions and gimmicks from insurance products, advisors have access to a new set of investment-oriented solutions that can be used to meet clients’ needs and objectives offering: Guaranteed income Principal protection Protection from sequence of return risk A superior fixed income replacement A vehicle for locking in market gains Legacy planning

An efficient way to deliver insurance products to clients THE SOLUTION Low-cost, commission-free and transparent insurance products that are compatible with the fee-only RIA model DPL is already working with more than a dozen of the nation’s most prominent carriers to develop these products An efficient way to deliver insurance products to clients DPL is insurance-licensed; we execute the contracts while you retain and manage the assets

CONNECT WITH US David Lau, Founder & CEO dlau@dplfp.com | (502) 322-4922 | www.dplfp.com