DPL Financial Partners, LLC operates as an independent, carrier-agnostic service provider specializing in insurance solutions for financial advisors. Founded on the innovative concept envisioned by Jefferson National, DPL aims to eliminate the traditional sales commission pyramid structure prevalent in the insurance industry. By doing so, they seek to create better value for clients through cost-efficient products.
The company was incorporated in Florida on March 15, 2018, and is based out of Louisville, Broward County with its mailing address at 1906 Stanley Gault Parkway, Louisiana, KY, 40223, US. The mission of DPL Financial Partners is to empower Registered Investment Advisors (RIAs) by offering them a comprehensive array of best-in-class insurance products from top carriers.
DPL's philosophy challenges the conventional disdain that RIAs have towards variable annuities, proposing instead solutions that are straightforward and beneficial to clients rather than overly complex and costly. This approach is facilitated by the company's expert consultancy, which assists in selecting optimal insurance products tailored specifically for client needs. Notably, DPL maintains independence from any single carrier affiliation and remains committed to expanding their offerings based on comprehensive market evaluations.
In an era characterized by fee compression and rising demands for enhanced services, DPL partners with RIAs to leverage its industry expertise aimed at broadening the insurance options available in advisory practices while retaining assets under management (AUM). The strategic goal centers around maximizing client satisfaction and outcomes through innovative, cost-effective solutions that align with evolving client requirements.
The company is governed by a board of directors led by David Peter Lau, whose leadership guides DPL Financial Partners towards continued excellence and innovation in the financial advisory insurance sector. Interested parties may contact the firm at (888) 327-0049 or (303) 797-9080 for more detailed information on services and solutions offered. The company maintains an active online presence through their website dplfinancialpartners.com, which provides additional resources about their mission, products, and advisory role within the financial industry.
KEY FACTS ABOUT DPL FINANCIAL PARTNERS, LLC
-
US Businesses
-
Companies in Florida
-
Broward County Companies
- Company name
- DPL FINANCIAL PARTNERS, LLC
- Status
- Active
- Filed Number
- M18000002588
- FEI Number
- 47-2316854
- Date of Incorporation
-
March 15, 2018
Age - 8 years
- Home State
- DE
- Company Type
- Foreign Limited Liability
CONTACTS
- Website
- http://dplfinancialpartners.com
- Phones
-
(888) 327-0049
(303) 797-9080
DPL FINANCIAL PARTNERS, LLC NEAR ME
- Principal Address
- 1906 Stanley Gault Pkwy,
Louisville,
KY,
40223,
US
- Mailing Address
- 1906 Stanley Gault Parkway,
Louisville,
KY,
40223,
US
See Also