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CEO of DPL Financial Partners
David Lau is widely recognized as an innovator and disruptor in the financial services industry. David is the CEO of DPL Financial Partners, a firm he founded in 2014 to bring commission-free, value-driven financial services products to the RIA channel. DPL went to market in 2018; in that time, over 1,000 RIA firms have joined DPL to implement insurance and annuity products, from over twenty leading carriers, into their practices.
Prior to founding DPL, David was Chief Operating Officer of Jefferson National, a leading innovator of tax-advantaged investing strategies for Registered Investment Advisors and fee-based advisors at broker-dealers. Earlier in his career, David served as Chief Marketing Officer of E*Trade Bank and its predecessor TeleBank, the nation’s first internet bank, where he helped pioneer branchless banking.
The world of fiduciary annuities has arrived, reducing expensive sales features and ushering in a new generation of advisory-friendly income solutions built to address your clients’ challenges. Join this session to learn how annuities have changed, the importance of utilizing annuities strategically in a holistic financial plan, how to have the annuity conversation with your clients, and which clients could potentially benefit from a Commission-Free annuity.
On-Demand
Available December 1 - 22, 2020
