Advisor Revelations

How Advisors Use Best-In-Class Insurance Solutions in Client Portfolios


Listen Later

When it comes to insurance, finding the right solution is often like looking for a needle in a haystack. Some insurance agents undoubtedly make excellent recommendations, aligning insurance choices with the genuine needs of their clients. However, on the other hand, some agents are solely motivated by commissions, often sacrificing proper planning to pursue a sale. This disparity has left clients and advisors seeking a more reliable partner in pursuing financial security.

In this episode, VP of Member Success Tim Rembowski talks with Amy Arnett, Director of Insurance Solutions at DPL. Amy has been in life and disability insurance services for 36 years. She works with independent insurance agents and financial advisors to help them provide their clients the protection they need using life insurance and disability income. Amy joins the DPL team to solve the developing insurance needs in clients' portfolios.

To help advisors bring their clients' insurance under their fiduciary umbrella, Amy chats with Tim about a new development - DPL's Insurance Solutions. She shares her insights into how this new resource is revolutionizing the insurance landscape for financial advisors. Amy discusses the range of services offered, including life insurance, long-term care, disability, and more, all designed to support advisors and enhance client relationships.

Key Takeaways

  • [01:43] - Amy's experience in the insurance industry and her role at DPL.
  • [02:48] - How DPL's insurance solutions relieve advisors of insurance complexities. 
  • [06:51] - How DPL helps advisors consolidate relationships.
  • [09:21] - The resurgence of interest in long-term care insurance.
  • [12:31] - Addressing gaps in employer-paid group disability insurance.
  • [15:20] - Compensation structure for advisors working with DPL's insurance desk.
...more
View all episodesView all episodes
Download on the App Store

Advisor RevelationsBy DPL Financial Partners

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Advisor Revelations

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

816 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,020 Listeners

Trillions by Bloomberg

Trillions

196 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

472 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

616 Listeners

The Long View by Morningstar

The Long View

934 Listeners

Retire Today by Jeremy Keil

Retire Today

70 Listeners

"Fun With Annuities" The Annuity Man Podcast by The Annuity Man

"Fun With Annuities" The Annuity Man Podcast

53 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

184 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

139 Listeners