Advisor Revelations

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 Cogent. Nothing in this interview constitutes a solicitation to buy or sell any security or any financial product. Cogent can only do business with clients domiciled in states where authorized or exempt from authorization. Cogent is not a licensed insurance agency. Any reference to "annuity" or "insurance" refers to commission free versions of those products and is neither an endorsement nor a recommendation and are only available for purchase through a licensed insurance agency such as DPL. Use of flowery language should not be construed as a recommendation.

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.