Gone are the days of investing in complex, expensive annuities with hefty commissions.
Much like the switch from mutual funds to ETFs, the market has evolved to offer commission-free insurance products that benefit the client instead of the broker. So how did we get there? David Lau, founder and CEO of DPL Financial Partners, is here to tell us that it didn't happen overnight.
On today's episode, Trent and Sarah take a deeper dive into the history of buying and selling insurance annuities, and the recent change in market direction.
- Insurance Integrated Webinar with DPL
- Advent Insurance Marketplace Product Brief
- SS&C Announces SS&C Advent Insurance Marketplace
- DPL Financial Partners Website
- Email the AIM Team: firstname.lastname@example.org
- Speak with an AIM Consultant: 888-680-0830
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Founder & CEO | DPL Financial Partners
David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the Founder and Chief Executive Officer of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, as well as technology-driven product discovery tools and education, for Registered Investment Advisors (RIAs) and individual investors. Since going to market in 2018, DPL has worked with 20 leading insurance carriers to bring a range of value-driven, no-load products to its turnkey insurance management platform for advisors, and built an advisor base of more than 10,000 advisors from more than 3,500 RIA firms.
Host | SS&C Advent
Sarah is part of SS&C Advent's advisory marketing team, with her primary focus being the Black Diamond(r) Wealth Platform. Along with writing and managing sales enablement content, she also develops client communications, coordinates webinars, and portrays the value of integration through her work with complementary partner solutions. Sarah began her marketing career in financial services in 2009, holding roles at Atlantic Coast Bank and TIAA Bank before transitioning to financial technology in 2018 when she started with SS&C Advent. She holds a BBA in management with a minor in communications from the University of North Florida.
Host | SS&C Advent
Informally known as "The Voice of University," Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent's Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.