One of the biggest misconceptions keeping advisors from exploring independence is the belief that leaving a broker-dealer means losing access to insurance and annuity solutions. In this eye-opening joint episode of RIA Confidential, host Ray sits down with of Mike and Hunter from DPL Financial Partners to unpack the truth behind that myth: How fee-based insurance platforms are transforming the landscape for independent advisors.
In this episode, you’ll discover:
- How independent advisors maintain and even expand access to insurance and annuity solutions
- The rise of commission-free, client-first protection products
- How DPL’s model integrates seamlessly into the RIA ecosystem
- Real-world examples of advisors who made the shift successfully
Tune in, take notes, and discover how independence can actually expand your capabilities, not limit them.
About the Series:
RIA Confidential — Your Source for the Truth About Going RIA — is produced by BraveHeartsTV in collaboration with United Advisor Group, and Beneficial Business Solutions. Featuring real conversations with advisors, thought leaders, and industry partners helping shape the next era of advisor independence. Disclaimer:
United Advisor Group ("UAG"), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
Episode Footer - Ready to take control of your future?
- Run the numbers with the free RIA Calculator at RIACalculator.org
- Connect with us on LinkedIn at RIA Confidential Podcast
- Book a confidential call with Ray at RIAMentor.com
- Visit our website: RIAConfidential.com
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.