Industry leaders will provide guidance on development of offerings for RIAs

DPL Financial Partners, the leading platform for commission-free annuities, today announced the formation of a strategic advisory board comprised of RIA firm founders, investment officers, insurance directors, and financial advisors who use DPL’s platform to bring annuity and insurance solutions to clients. The group will provide guidance on development of fee-based products, technology, and support to enable RIA usage of annuities and insurance in client portfolios.

“We brought these industry leaders together to provide insights into what RIAs need to grow their firms and better serve clients with annuity and insurance solutions,” said DPL Founder and CEO David Lau. “As we continue to modernize annuities to make them more accessible and efficient, we’re breaking down barriers to adoption, from repricing products to developing new technology. We want ongoing feedback from leading firms to ensure we’re meeting the needs of the market.”

DPL’s platform for RIAs serves over 6,500 firms directly, as well as through an embedded insurance marketplace within the Black Diamond wealth platform and integrations into Orion and Envestnet/Tamarac.

"Fee-based annuities empower us to serve our clients more effectively by offering transparent, cost-efficient solutions,” said Neil Quinlan, partner and head of operations at Cerity Partners and a DPL advisory board member. “DPL simplifies the process of reviewing our clients’ fee-based annuities, ensuring clients benefit from the most current and tailored products that align with their financial goals. I look forward to helping make available more modern, transparent solutions that meet our clients’ needs.”

Advisory board members were provided an overview of DPL’s roadmap in kick-off calls with Lau.

“I’m excited about DPL’s work to bring unique and innovative insurance solutions to market that meet the needs of RIAs and our clients,” said Don Calcagni, chief investment officer at Mercer Advisors and a DPL advisory board member. “The work DPL is doing is important for the industry and I want to help drive that innovation.”

Advisory board members include:

• Don Calcagni, CIO, Mercer Advisors
• Brian Deely, Co-founder and Principal, Clear Creek Financial Management
• Tommy Derrick, Insurance Sales Director, Beacon Pointe Advisors
• Brock Eson, Wealth Advisor, RFG Advisory Group
• Joe Gaj, Director of Insurance, Wealth Enhancement Group
• Taylor Jobe, Managing Member, MKT Advisors
• Steve Lewit, President and Co-founder, SGL Financial
• Gabriel Lewit, CEO and Co-founder, SGL Financial
• Joe Macdonald, Director of Insurance, Avior Wealth Management
• Curtis Parry, CEO and Founder, Unique Wealth
• Neil Quinlan, Partner and Head of operations, Cerity Partners
• Matt Regan, President and CEO, Wealthcare Capital Management
• Dan Rohlfing, Senior Financial Advisor, Lantz Financial
• Shannon Stone, Wealth Advisor, Parallel Advisors
• Andrew Vella, Investments & Due Diligence, NewEdge Wealth

About DPL Financial Partners

DPL Financial Partners is the leading insurance marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers. DPL's 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. www.dplfp.com

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