Investor directory

DPL Financial Partners

DPL Financial Partners, LLC is an insurance services provider based in Louisville, Kentucky, established in 2014. The company specializes in offering low-cost, commission-free insurance solutions, catering primarily to investment advisors and insurance carriers. Its portfolio includes a range of products such as annuities, life insurance, retirement income planning, legacy planning, and wealth accumulation strategies. DPL Financial Partners focuses on delivering structured variable, deferred income, fixed index, multi-year guaranteed, and single premium annuities, along with life settlements. By providing these advisory services, the company aims to enhance the efficiency of its clients and maximize their benefits.

Top Stages

Acquisition
http://www.dplfp.com
https://crunchbase.com/organization/dpl-financial-partners
https://linkedin.com/company/dpl-fp
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=602492040

Colin Savage

Board Member

2 past transactions

AnnuityFix

Acquisition in 2023
AnnuityFix is a financial services company that specializes in facilitating annuity transactions for Registered Investment Advisors (RIAs). It acts as a broker-dealer, enabling RIAs to manage and service annuities without the need for dual registration, thus simplifying their operations. The company offers a cost-effective solution, allowing RIAs to charge an advisory fee for managing these annuities.

Johnstone Brokerage Services

Acquisition in 2023
Johnstone Brokerage Services is a brokerage service firm.
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