DPL Financial Partners:
An Insurance Agency Supporting Fee-Based Financial Advisors (RIAs)
Recently Released!!!
Date Published: November 13, 2024
Summary PowerPoint Deck: 57 Slides
Reference PowerPoint Deck: 192 Slides
DPL Financial Partners was founded by David Lau in 2014. DPL Financial Partners is based in Louisville, KY. DPL Financial Partners has two offices, 92 employees, 50 member firm states, 1,098 member firms, 6,500 financial advisor clients, 45,000 financial advisors, & 500,000 clients. DPL Financial Partners is led by its CEO David Lau. DPL Financial Partners is privately owned. Its websites can be found at www.DPLFP.com & www.annuityfix.com.
This research addresses the key historical phases of DPL Financial Partners, including:
Its profile includes detailed outlines of its core services, including:
Date Published: November 13, 2024
Summary PowerPoint Deck: 57 Slides
Reference PowerPoint Deck: 192 Slides
DPL Financial Partners was founded by David Lau in 2014. DPL Financial Partners is based in Louisville, KY. DPL Financial Partners has two offices, 92 employees, 50 member firm states, 1,098 member firms, 6,500 financial advisor clients, 45,000 financial advisors, & 500,000 clients. DPL Financial Partners is led by its CEO David Lau. DPL Financial Partners is privately owned. Its websites can be found at www.DPLFP.com & www.annuityfix.com.
This research addresses the key historical phases of DPL Financial Partners, including:
- Development Phase
- Staffing & Launch Phase
- Initial Capital Raising Phase
- Product Expansion Phase
Its profile includes detailed outlines of its core services, including:
- Member-Only Education
- Tools & Content
- Commission-Free Insurance Products
- Unlimited Access to Insurance Consultants
- Straight Through Digital Processing
- Reporting
And its profile concludes with the highlights of its organizational structure & ownership.
Disclosure: Tiburon's Managing Partner is a member of DPL Financial Partners' board of directors.
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Media Members:
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
