Advisor Revelations

Making the big transition into a RIA (Registered Investment Advisor) isn’t easy for a firm or its clients, especially given the changing landscape of annuities. But with the right help, that transition can be seamless and beneficial to both with DPL's team and Commission-Free solutions. In this episode, DPL’s Kameron McRay talks with Spencer Hall, President of Retirement Planning Services in Knoxv...

Commission-Free registered index-linked annuities (RILAs), also known as buffer annuities, have become a popular solution to address investor concerns over inflation, market volatility, and the ongoing situation in Ukraine. As 10,000 people retire every day, de-risking the portfolio is becoming a crucial part of an advisor’s job. In this episode, DPL’s VP of Member Success, Tim Rembowski, speaks w...

Transitioning away from a wirehouse? Your new responsibilities as an independent advisor probably feel overwhelming. Needless to say, having someone take the annuity burden off your shoulders is an invaluable help. But you can’t rely on just anyone or anything. You need professionals that take on annuities and data-driven tools to ensure each and every client transitions into the best solution pos...

In this episode, DPL’s Willie Jones chats with Nick Mohlmann and Ross Fedenia of Atlatl Advisers to discuss what “ah-hah moment” prompted their move away from a wirehouse and toward an independent firm, how DPL helped educate the two on Commission-Free solutions, how Atlatl used technology to help their breakaway journey and the invaluable advice they have for advisors struggling to embrace annuit...

Anytime there’s a change, humans are naturally inclined to reject it. Especially when that change goes against our standard way of thinking. Unless they were in the insurance business, many advisors have advised clients against purchasing products like annuities. More recently, annuities have evolved, and so has their value. Six months ago, interest rates were already on the rise and the road ahea...

Like many advisors, Tommy Martin began his career selling insurance. Enrolled in an aggressive sales training program, the constant product push left Tommy turned off to annuities. In fact, when he first entered the IRA space, Tommy swore he’d never touch annuities. Expensive and surrounded by massive surrender penalties, the “A-word” was, for many years, a four-letter word. Then, something shifte...

In this newest episode of Advisor Revelations, hear how this DPL Member is taking retirement planning to a whole new level with Commission-Free annuity solutions, and how his firm is implementing annuities in 401K plans.

DPL's Ross McGoodwin interviews Rob Santos, CEO of Arrowroot Family office, about why Black Diamond firms should leverage DPL and how the Advent Insurance marketplace helps advisors compare annuities and choose Commission-Free solutions for clients.

Listen as DPL's Adrian Redd interviews member, Nola Kulig. She explains why and how she uses Commission-Free annuities to improve fixed income allocations, increase her clients' retirement income, and address long-term care costs.

In this episode of Advisor Revelations, DPL Member Laura Powers explains why her firm partnered with DPL after going independent, and how her team successfully transitioned over 200 client annuities to low-cost, Commission-Free products while solving for retirement income.

Hear as DPL's Eric Payne interviews Russ Reinhart, CFP® Managing Director at Wealthcare Capital Management about why this large firm trusts DPL to help support and transition advisors into a fee-only business model & use Commission-Free solutions.

Founder of 360 Family Office, Tim Brown, is interviewed by DPL's Kameron McRay on how he uses Fixed Index Annuities (FIA's) as a Fixed Income Allocation. Tim digs deeper into utilizing this Commission-Free solution for clients, how it brings them peace of mind, and other benefits FIA's can provide for retirement income.

Hear why Andy Tapparo decided to write his first Commission-Free annuity after 20 years of financial planning and discover what solutions he’s using to give his client’s peace of mind about their retirement.

Founder of BlackDiamond Wealth Management, Sean Hollitz, and DPL's Blake Phillips discuss the process of keeping legacy clients under Sean's fiduciary umbrella during his transition into becoming an RIA and how partnering with DPL has saved him time and has given him better Commission-Free product options for his clients.

Owner of Downing Street Wealth Management, Bob Morrison, shares how he incorporates Commission-Free insurance into tax planning strategies and why advisors should pay more attention to insurance now, more than ever.

Owner of Highway Financial Networks, Bryan Erickson, shares how he finds hidden solutions that provide flexibility in client’s portfolios and increases AUM and why integrating data into portfolio management software is key to his firm’s success.

Hear why advisor, Deborah Ellis, CFP®, believes fixed-income is a must-have for her clients' portfolios, what Commission-Free solutions she's currently using, and how DPL's consultative approach has helped her clients feel more confident about their retirement goals. *Cogent Independent Advisors ("Cogent') is a Registered Investment Advisor. Deborah Ellis is a Investment Advisor Representative of...

DPL member Chuck Failla, Principal at Sovereign Financial Group, shares his journey to independence and how DPL has helped in his transition. He also gives best practices for making the move and speaks on the importance of bringing insurance assets with you.

Listen as Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, shares why he chose DPL as his trusted insurance platform and partner, how he views the role of technology in the industry today, and the Commission-Free insurance solutions he's using to address his clients' needs.

Jamie Upson, DPL member and owner of Stonehearth Capital Management, LLC, discusses what he believes are the biggest risks to clients' portfolios today, how he's working with DPL to mitigate those risks, and what his partnership with DPL means for his firm. Download the '6 Risks That Might Threaten Your Retirement' here. Learn more at www.stonehearthcapital.com

DPL member, Aaron Parrish, a Flat Fee Financial Advisor and Owner of Level Wealth Management, shares how he's delivering higher returns to his clients' portfolios while alleviating market risk concerns with Commission-Free solutions. Aaron also shares his thoughts on why incorporating annuities in a financial plan is a "no-brainer". Learn more on Level Wealth Management's blog here https://www.lev...

In this episode of Advisor Revelations, Shannon Stone, CFP, with DHR Investment Counsel, is interviewed by DPL's Kameron McRay. They discuss several solutions that Shannon has implemented for her clients and why she chose DPL as her strategic partner.

DPL's Tim Rembowski interviews Echo Huang, founder of Echo Wealth Management. Echo shares how she gets value from her DPL membership and what she's learned about leveraging Commission-Free annuities and insurance solutions for her clients and her firm. To learn more from Echo, check out her book, "Own Your Future" here https://www.echohuang.com