DPL Financial Partners is a commission-free insurance platform for registered investment advisors (RIAs), offering a range of annuity and insurance products. The company specializes in integrating these financial solutions into RIAs' practices, enhancing client financial plans with products like variable annuities, fixed annuities, and life insurance. DPL Financial Partners operates under California License #0M42434 and is not affiliated with The Leaders Group, Inc.
Recent Transactions involving DPL Financial Partners
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
DPL Financial Partners acquiring AnnuityFix to help breakaway advisors retain annuity assets and better serve clients |
AnnuityFix |
DPL Financial Partners |
Annuity Management Services |
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