In this episode of Advisor Revelations, Amy Arnett, Director of Insurance Solutions at DPL, and Logan Cheatham, Consultant at DPL, discuss the options available for long-term care planning. They explore the differences between traditional and hybrid options and the benefits of having a long-term care plan in place. Amy and Logan also address the importance of starting these conversations early, and provide valuable insights for financial advisors and their clients looking to navigate the complexities of long-term care planning. Learn more at https://www.dplfp.com/series/advisor-revelations-pod ..read more

In this episode, DPL Founder and CEO David Lau talks with Michael Kitces, one of the most influential voices in the financial services industry. He passionately advocates for evolving, expanding, and institutionalizing what excellence in financial planning can be. His industry blog for financial advisors, Nerd's Eye View at Kitces.com, reaches more than 250,000 readers monthly. His podcast, Financial Advisor Success, is dedicated to advancing knowledge in financial planning. Michael is also Head of Planning Strategy at Buckingham Wealth Partners, and a Co-Founder of the XY Planning Network, Ad ..read more

Traditional retirement plans, often called pensions, were once the primary source of financial security for retirees. However, in today's economic environment, individuals are actively shaping their retirement futures, and modern annuities offer a compelling solution. A well-chosen annuity provides individuals with a secure and comfortable retirement, enjoying the benefits of flexibility, growth potential, and a guaranteed income stream. In this episode, DPL Internal Consultants Blake Reitnauer and Tyler Caummisar talk about the differences between traditional pensions and annuities, highlight ..read more

DPL's founder and CEO David Lau interviews head of Inside Information, Bob Veres. They discuss new Product Discovery Tools now available to advisors on the DPL website as well as industry trends affecting RIAs today. For more information visit www.dplfp.com ..read more

As the insurance industry adapts to changing client needs, buffer annuities emerge as a valuable strategy by offering a unique blend of potential growth and downside protection. By understanding how they work and the benefits they offer, advisors can empower their clients to navigate market uncertainties and create a more secure financial future. In this episode of Advisor Revelations, DPL Consultants Willie Jones and Logan Cheatham talk about how annuities can address the challenges of market volatility and retirement planning. They discuss the fear of outliving savings and the need for princ ..read more

The market landscape for annuities and insurance continues to evolve, driven by the current interest rate environment and the need for principal protection. As advisors find new solutions and strategies to provide value to their clients and secure better retirements, DPL's breakaway accelerator program and life insurance desk are game-changers for advisors who want to deliver a seamless transition for annuities and insurance assets. In this episode, Ross is joined by Blake Reitnauer, RIA Consultant at DPL. In his role, Blake is committed to working with RIAs to assist them in implementing bett ..read more

In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool called the Retirement Income Style Awareness® Profile (RISA). This assessment may help consumers choose the right path for retirement and allows advisors to create a more personalized income strategy that empowers clients. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast ..read more

Long-term care planning is an important component of comprehensive financial planning. It extends beyond the conventional boundaries of investments and savings, acknowledging the inevitability of aging and potential health challenges. As the need for long-term care planning continues to grow, the partnership between advisors and DPL Financial Partners will play a crucial role in unlocking the value of long-term care insurance and ensuring that clients receive the best possible coverage. In today's episode, DPL Director of Insurance Solutions Amy Arnett is joined by Thomas Dettre. Thomas is the ..read more

The transition to independence can be a challenging process for financial advisory firms. However, with the right partner, the journey can be made smoother and more efficient. The story of BlueStem Wealth Partners' successful evolution to a fee-only RIA highlights their commitment to their clients. It showcases how, with the right support, technology, and a forward-thinking strategy, firms can navigate this intricate process to survive and thrive in their service offerings. In today's episode, DPL's Regional VP of Member Success, Ross McGoodwin, talks with BlueStem Wealth Partners' Steven Rice ..read more

Welcome to another insightful episode of the "A Day at DPL" segment of the Advisor Revelations podcast. In this edition, your host David Lau engages in a captivating conversation with the distinguished Founder of Tiburon Strategic Advisors, Chip Roame. Join them as they delve into the dynamic landscape of the financial industry, exploring trends, innovative products in the insurance space, and revolutionary pricing models for RIAs. Chip, with over 15 years of experience in strategic planning for financial institutions and advisors, brings a wealth of knowledge to the table. Discover the latest ..read more