Happy National 401k day 🎉 Your 401k is more than just a retirement account — it's a pathway to financial freedom. Today is a great reminder to check in on your retirement goals and make sure you're prepared for your golden years.
DPL Financial Partners
Insurance
Louisville, Kentucky 3,032 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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With traditional pensions disappearing, the burden of retirement planning is now on individuals — and their trusted financial advisor. Learn more about the recent DOL Ruling on our podcast with Micah Hauptman, where he dives deeper into what it means for your financial future: https://bit.ly/3yBaDmM
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The most wonderful time of the year is here ... football season! 🏈 Just like your favorite team, it's time to find a winning strategy. Learn how DPL can help your firm score a touchdown with commission-free annuities. 🏆 https://bit.ly/3XXjKWI
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Join DPL & Pacific Life as we discuss the impacts of the Federal Estate Tax Exemption sunset at the end of 2025, and how you can help your clients make the most of the current tax environment. Register today: https://bit.ly/4cp0NCV + Amy Arnett, Bret R.
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David Lau explains how carriers will benefit from the DOL's Fiduciary Rule and how the industry and consumers both will be stronger for it. Read more in his article in Barron's Advisor: https://bit.ly/3XpY4Fa
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Feeling overwhelmed by the thought of wealth decumulation in your retirement? You're not alone. In our latest episode, Logan Cheatham shares a recent client story where annuities turned savings into steady paychecks. This retiree can now cover their essential expenses and invest more aggressively for future generations. Tune in to hear more 🎧: https://lnkd.in/emcBrTVC
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Read David Lau's new piece in Barron's Advisor exploring the industry's opposition to the DOL's proposed Fiduciary Standard and why he believes both insurance carriers and consumers would benefit from the regulation: https://bit.ly/3XpY4Fa
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No-load annuities can be a smart option for your retirement portfolio. Learn what commission-free annuities offer: https://bit.ly/3yTNuN8
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DPL's David Lau explains the problems caused by commissioned annuity distribution and how a fiduciary standard will help carriers better serve consumers with annuity solutions. Subscribe to our YouTube channel for more content like this: https://bit.ly/3HmYsuu #WealthManagement