How many legacy life insurance policies are sitting in your book of business completely unexamined? Policies purchased decades ago often underperform or no longer align with client goals. Don't let an outdated policy become an unpleasant surprise. The DPL Life Desk team can help our members audit existing coverage with fresh eyes and current data. Our complimentary review helps advisors: ✅ Evaluate the health of existing policies. ✅ Identify opportunities for better cost structures or coverage. ✅ Deliver a higher standard of proactive fiduciary care. Turn a potential blind spot into a massive value-add for your clients.  Schedule a call with us to see how DPL can optimize your clients' current coverage. bit.ly/43AnvWs

The DPL team will be at Wealth Management EDGE in Boca Raton to discuss how we’re helping RIAs drive growth through fiduciary-focused annuity solutions. Drop a comment below if you’ll be there—let’s find time to connect. #WMEDGE #WealthManagement #AdvisorGrowth #DPL

When a client asks you to look over an old life insurance policy, what’s your immediate next move? Digging into outdated projections and carrier illustrations to evaluate current performance is no small task, yet crucial for holistic wealth management. Let the DPL Life Desk take that administrative burden off your plate, and at no cost to DPL members. Our complimentary policy review gives advisors and their clients total clarity by benchmarking legacy coverage against today's modern solutions like Variable Universal Life (VUL) to ensure your clients are getting the most value, such as:  ✅ Market-linked growth potential within a tax-advantaged structure.  ✅ Flexible premiums that can adjust as their financial situation evolves. ✅ Access to cash value for supplemental retirement income or other goals. All we need to get started is a recent policy statement. Save time on your next legacy policy review—schedule a strategy call with the DPL Life Team: bit.ly/43AnvWs

On the latest episode of A Day at DPL, David Lau sits down with Sara Baker, Head of M&A at Allworth Financial, for a candid conversation on what it really takes to build an enduring RIA in today's consolidation-driven landscape.  Key Discussion Points: · Why Allworth values partners that embrace a culture of commitment, not compliance · How integrated firms are delivering comprehensive, conflict-free advice clients deserve · The evolution from asset managers to financial life coaches  If you're an advisor thinking about what the future of your firm looks like, this one is worth your time. bit.ly/43xHaGF

If you’re thinking about the road to retirement, it may be time to reframe the conversation from “This is how much I have” to “𝐓𝐡𝐢𝐬 𝐢𝐬 𝐡𝐨𝐰 𝐦𝐲 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐰𝐢𝐥𝐥 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐦𝐞.” In a new blog post, DPL explains why building a holistic financial strategy designed for income—not just accumulation— is key to staying focused on long-term goals, regardless of what’s happening in the markets. Key highlights: ✓ 𝐈𝐧𝐜𝐨𝐦𝐞 𝐯𝐬. 𝐀𝐬𝐬𝐞𝐭𝐬: Retirement readiness is more than how much you’ve saved — it’s about generating dependable income for life. ✓ 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞: A balanced strategy prioritizes both growth and protection, especially during market uncertainty. ✓ 𝐌𝐨𝐝𝐞𝐫𝐧 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬: Discover how fee-based annuities can complement traditional investments with added predictability, protection, and tax-deferred growth. Read the full post here bit.ly/42vs3gz

Most advisors are aware that one of the biggest fears of retirees is running out of money—yet many avoid discussing guaranteed income from an annuity as an option. In his latest Barron’s Advisor commentary, David Lau explains how annuities have changed and why annuity income solutions deserve a place in modern retirement planning conversations, especially now that low-cost, commission-free options are widely available to fiduciary advisors. A must-read for advisors working with retirees or pre-retirees. bit.ly/4cxCvsg

The times they are a changin'. DPL is proud to be named Finalist in the InvestmentNews Awards 2026 for Annuities Provider of the Year. More great things to come on behalf of the end consumer and fiduciary advisors. bit.ly/4vRKUjt #INAwardsUS #RetirementIncome #RetirementPlanning #FinancialPlanning #FiduciaryAdvice

Rory wasn't the only winner this weekend. Our own Hagan Aldridge also picked up his second green jacket at DPL's office golf contest. Congrats, Hagan!

Are we failing 401(k) participants by relying on outdated generalizations about annuities?   DPL Financial Partners Founder and CEO David Lau weighs in on the debate regarding annuities in retirement plans. The argument that annuities are too "illiquid" for 401(k)s ignores the fact that modern, fee-based annuities have design features that offer both principal protection and ongoing access to funds.   The reality is clear: plan sponsors and participants are increasingly demanding reliable, retirement income solutions. Investors deserve solutions backed by academic research and strategy, not dogmatic arguments. Read the full letter to the editor: bit.ly/4v5Tmel

In this episode of the Advisor Revelations podcast, Kam McRay of DPL Financial Partners and George Svagera, Senior Vice President of Technology Sales at Orion, discuss the evolving landscape of fee-based insurance and annuities within the RIA ecosystem. Key takeaways: ✅ Structural Barriers: Thesis that RIA hesitancy regarding annuities stems from business model conflicts, not products. ✅ Orion Connect Integration: DPL’s tools are now embedded directly into Orion’s primary advisor workflow. ✅ Operational Efficiency: Integrated solutions reduce friction by automating the cumbersome annuity application process. ✅ Orion's RIA Accelerator: This program, with support from DPL, enables breakaway advisors to transition commission-based assets to fiduciary models. Listen to the conversation here: bit.ly/4tchjPd

“Why wouldn’t I do this?”  That’s the question Tom McCarthy, DPL's Chief Distribution Officer, says advisors ask once they see the impact of incorporating modernized fee-based annuities into a client’s financial plan. Tom recently appeared on the RIA Podcast with Seth Greene to discuss how DPL is disrupting the RIA space by acting as an agnostic platform for insurance solutions, delivering results for both clients and advisors.   Key Takeaways:  ✅ The "Third-Party" Advantage: Why enterprise RIAs value a partner that assumes the agent/broker role, allowing the advisor to remain a pure fiduciary.  ✅ Solving Business Challenges: How DPL helps firms value and transition legacy commission books that can often stall or kill acquisition deals.  ✅ Unbiased Technology: The benefit of a platform that is carrier– and feature–rich rather than going direct to a single provider.  ✅ Changing Perceptions: How viewing fee-based annuities as structured solutions enables advisors to offer greater diversification opportunities to clients.  Check out the full conversation here bit.ly/4rzvnRH

For the third consecutive year, DPL Financial Partners has been recognized as the market share leader among annuity and insurance platforms in the 2026 T3 Inside Information Software Survey.  In a survey of nearly 3,000 financial advisors, DPL not only held the #1 ranking in current market share but also anchored the top position for technology platforms being considered by advisors to address client insurance needs this year.  Why it matters for your firm:  ✅ Efficiency: Integrated technology designed specifically for fee-based models.  ✅ Transparency: Access to commission-free annuity solutions from top carriers.  ✅ Growth: We help the industry’s fastest-growing RIAs drive organic growth and strengthen retirement readiness.  With nearly $6B in AUA, DPL is proud to be the leading choice for the industry’s fastest-growing RIAs seeking to drive organic growth while delivering outcomes for their clients.  Read the release: bit.ly/47Drap0

Twenty years ago, being a fee-only fiduciary was a major differentiator. Today, it’s table stakes. Our Founder and CEO, David Lau, recently joined Catherine Williams on Dimensional Fund Advisors' Managing Your Practice podcast to discuss why RIAs must evolve toward more holistic services to remain competitive.  Key Takeaways:  ✅ Bridging the Service Gap: How adding commission-free insurance and annuities prevents "negative differentiation" against larger enterprise firms.  ✅ The Behavioral Edge: Why guaranteed income leads to happier, more relaxed clients who are actually willing to spend more in retirement.  ✅ Scalable Integration: Leveraging technology to review existing client annuities instantly and find the most efficient income solutions  You can listen to the full episode here. bit.ly/4lBy2Jm

In this new episode of our thought leadership podcast series, DPL Founder and CEO David Lau and Galen Shaffer of EOS Ventures discuss the macro forces reshaping retirement, including the urgent need for better deaccumulation strategies and why protecting a client’s wealth is just as vital as growing it. Key Discussion Points: ✅ Rethinking Wealth Monetization: Solving the "lump sum" behavioral hurdle with guaranteed income. ✅ Closing the Protection Gap: Incorporating insurance solutions into a fiduciary model. ✅ The Tipping Point: How RIAs are moving past annuity awareness and into seamless implementation. Listen to this episode of A Day at DPL. bit.ly/4bGCzqv

Our Founder and CEO, David Lau, recently joined Ryan Nauman on the Adjusted for Risk Podcast to discuss the evolution of annuities. They dive deep into how removing commissions eliminates the complexity and high costs traditionally associated with these products, allowing them to fit seamlessly into a fiduciary model.  Key Takeaways: ✅ Solving for sequence of returns risk with downside protection.  ✅ How DPL partners with carriers and tech providers to integrate commission-free products into fee-only practices.  ✅ Beyond delivering client outcomes, learn how managing annuity assets can increase firm valuation and recurring revenue.  Listen to the full episode here: bit.ly/4ukUGtn

Evaluating legacy annuity books has traditionally been a manual, time-consuming process. Not anymore.   DPL introduces Annuity Review—the first interactive, goals-based tool built specifically to help advisory firms rapidly analyze large portfolios of annuity assets.  ✅ Identify Opportunities: Instantly find legacy contracts ideal for exchange to modern, commission-free solutions.  ✅ Fuel Organic Growth: Seamlessly transition assets into your fee-only model.  ✅ Stay Compliant: Ensure every recommendation meets rigorous fiduciary and regulatory standards.  Read the release: bit.ly/4saCsJM Learn more about Annuity Review: bit.ly/4bg40aJ

The DPL team is on the ground in the Big Easy for T3 Technology Conference 2026 bit.ly/4bqmODY. This year’s theme is the “fintech playbook for 2026 and beyond.” DPL provides a framework for advisors to efficiently incorporate annuity and insurance solutions into their preferred wealth management platforms.  If you’re attending, let’s connect over coffee and beignets!

DPL’s Tom McCarthy and PJ Perry are heading to the Florida Gulf Coast for the RFG Advisor Growth Retreat.  We’re excited to share insights on how DPL seamlessly integrates annuity and insurance solutions into advisors’ wealth management workflows. If you’re attending, let’s connect and discuss how these tools can enhance your firm’s planning model.

DPL is making its way to Big D. We’re excited to be at the Allworth Advisor Ascend Conference in Dallas this week.  You can find us co-exhibiting with our friends from Pacific Life. Stop by and let’s discuss how DPL’s platform fits into your growth strategy. We’ll see you there!

That’s a wrap on Orion Ascent 2026! What an incredible experience in San Diego. A huge thank you to everyone who stopped by our booth to say hello!  We heard great feedback on DPL’s new embedded technology within Orion Connect. If you missed us in person—or if you’re ready to dive deeper into our new capabilities—we’ve got you covered. Join us for a webinar, hosted by Orion and DPL. Date: March 31, 2026 2 p.m. ET Register now! bit.ly/40I4boM