DPL Financial Partners

DPL Assembles Market Leaders Avantis Investors, Barclays and Security Benefit Life to Introduce Innovative Asset Allocation Option for RIAs

Retrieved on: 
Tuesday, January 11, 2022
Professional Services, Other Professional Services, Insurance, Finance, Consulting, Banking, Research, LinkedIn, FDIC, Retirement, Barclays, RIAS, American Century Companies, Stowers Institute for Medical Research, RIA, Insurance, FIA, Multimedia, Notional, Eldridge, Partnership, FIAS, CIO, Invensys, Growth, Medical research, Solution, Repetto, DPL, Health, Facebook, BB, American Century, Investment, Income, COO, SRP, CEO, Security, SBL, Twitter, Financial adviser, Life insurance, Security (finance), Index, Product, Issuer, DPL Financial Partners, Avantis Investors and American Century, Barclays, Security Benefit Life, DPL FINANCIAL PARTNERS, AVANTIS INVESTORS AND AMERICAN CENTURY, BARCLAYS, SECURITY BENEFIT LIFE

Its been incredibly exciting to work with the product teams at Avantis, Barclays and our longtime carrier partner Security Benefit to create this for FIAs available to clients of RIAs.

Key Points: 
  • Its been incredibly exciting to work with the product teams at Avantis, Barclays and our longtime carrier partner Security Benefit to create this for FIAs available to clients of RIAs.
  • The index is unique in that it utilizes an excess return option strategy rather than a price return, which offers the benefit of dividends.
  • Barclays is honored to partner with Avantis, Security Benefit and DPL and contribute to the growth of annuities in the registered investment advisory channel.
  • Security Benefit Corporation (Security Benefit), through its subsidiary Security Benefit Life Insurance Company (SBL), a Kansas-based insurance company that has been in business for 130 years, is a leader in the U.S. retirement market.

DPL Financial Partners Secures Growth Capital From Eldridge and Atlas Merchant Capital

Retrieved on: 
Wednesday, January 13, 2021
Consulting, Professional services, Insurance, Finance, Financial adviser, Financial services, DPL Financial Partners, Atlas Merchant Capital LLC, Eldridge

DPL Financial Partners (DPL), the leading insurance network for registered investment advisors (RIAs), today announced a $26 million combined equity capital investment from its initial investor, Eldridge, and Atlas Merchant Capital, the private investment firm founded by Bob Diamond and David Schamis.

Key Points: 
  • DPL Financial Partners (DPL), the leading insurance network for registered investment advisors (RIAs), today announced a $26 million combined equity capital investment from its initial investor, Eldridge, and Atlas Merchant Capital, the private investment firm founded by Bob Diamond and David Schamis.
  • Their renewed commitment, combined with new backing from Atlas and its renowned leadership team, is incredibly gratifying and exciting.
  • In connection with the investments, representatives from Atlas Merchant Capital and Eldridge will be joining a newly formed board of directors for DPL that will also include Lau and two independent members to be named later.
  • www.dplfp.com
    Atlas Merchant Capital LLC invests in compelling market opportunities in the financial services sector.

DPL Teams up With Principal® to Provide RIA-friendly Insurance Products

Retrieved on: 
Wednesday, August 26, 2020
Consulting, Professional services, Insurance, Finance, Annuities, Finance, Money, Actuarial science, Economy, Insurance in the United States, United States contract law, Insurance, Financial adviser, Life annuity, DPL Financial Partners, Principal®

DPL Financial Partners, the leading insurance network for registered investment advisors (RIAs), today announced a partnership with Principal Financial Group to bring the prominent carriers insurance products to the DPL platform.

Key Points: 
  • DPL Financial Partners, the leading insurance network for registered investment advisors (RIAs), today announced a partnership with Principal Financial Group to bring the prominent carriers insurance products to the DPL platform.
  • Principal is one of the strongest, most trusted names in insurance and its great to welcome them onto our platform, said David Lau, founder and CEO of DPL.
  • The addition of Principals disability and term products marks a milestone in DPLs commitment to bring insurance and annuity solutions to market from leading carriers.
  • DPL has created a marketplace of commission-free insurance products that enables RIAs to incorporate insurance and annuities into their practice to more holistically serve their clients.

DPL, Midland National Team up for First Commission-Free Fixed Index Annuity With Health-Activated Income Multiplier

Retrieved on: 
Tuesday, June 30, 2020
Insurance, Professional services, Annuities, Economy, Money, Finance, Actuarial science, Retirement, Insurance in the United States, United States contract law, Life annuity, Life insurance, Insurance, DPL Financial Partners, Midland National Life Insurance Company

DPL Financial Partners and Midland National Life Insurance Company (Midland National), are introducing a new, commission-free fixed index annuity (FIA), the Midland National Capital IncomeSM.

Key Points: 
  • DPL Financial Partners and Midland National Life Insurance Company (Midland National), are introducing a new, commission-free fixed index annuity (FIA), the Midland National Capital IncomeSM.
  • Through its unique health-activated income multiplier feature1, Capital Income can double income payments for up to five years to help prepare for increased personal care costs.
  • Capital Income offers the income rider with a health-activated multiplier for a cost.
  • This fixed index annuity is competitive in its own right, but the health-related income multiplier feature provides an income stream just when many people need it most.

DPL Teams With Transamerica; Adds Low-cost Variable Annuity With Several Living Benefit Options

Retrieved on: 
Tuesday, May 12, 2020
Insurance, Professional services, Annuities, Economy, Finance, Money, Life annuity, Financial adviser, Equity-indexed annuity, DPL Financial Partners, Transamerica

The annuity features subaccount options from leading investment managers in equity, fixed-income and alternatives, along with several living benefits expected to appeal to fee-only advisors and their clients.

Key Points: 
  • The annuity features subaccount options from leading investment managers in equity, fixed-income and alternatives, along with several living benefits expected to appeal to fee-only advisors and their clients.
  • Transamericas I-Shares variable annuity offers clients market participation with several principal protection options, as well as the ability to create guaranteed income.
  • This is exactly the type of solution our members have been seeking in this volatile market, he concluded.
  • We know fee-only advisors are increasingly embracing annuity products and view the space as a natural opportunity to expand our accessibility in the market.

Pacific Life Launches Advisory Annuities through DPL Financial Partners

Retrieved on: 
Tuesday, March 31, 2020
Professional services, Insurance, Finance, Economy, Finance, Money, Annuities, Actuarial science, Retirement, Insurance in the United States, United States contract law, Life annuity, Financial adviser, Life insurance, Insurance, Pacific Life, DPL Financial Partners

Pacific Life announced today that the companys two fee-based, advisory annuities, Pacific Odyssey and Pacific Index Advisory , are now available through DPL Financial Partners insurance network for independent registered investment advisers (RIAs).

Key Points: 
  • Pacific Life announced today that the companys two fee-based, advisory annuities, Pacific Odyssey and Pacific Index Advisory , are now available through DPL Financial Partners insurance network for independent registered investment advisers (RIAs).
  • DPL Financial Partners and Pacific Life are separate, unaffiliated firms that are not responsible for each others services or policies.
  • Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company.
  • Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company.

DPL partners with Pacific Life to offer guaranteed retirement income products

Retrieved on: 
Tuesday, January 28, 2020
Consulting, Professional services, Insurance, Finance, Annuities, Economy, Finance, Money, Actuarial science, Retirement, Insurance in the United States, United States contract law, Life annuity, Pacific Life, Life insurance, Insurance, DPL Financial Partners, Pacific Life

The addition of Pacific Odyssey and Pacific Index Advisory brings the number of commission-free annuity and life products available to DPL members to more than 30 products.

Key Points: 
  • The addition of Pacific Odyssey and Pacific Index Advisory brings the number of commission-free annuity and life products available to DPL members to more than 30 products.
  • Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company.
  • Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company.
  • Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC ), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company.