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How we consult with our carrier partners | DPL Financial Partners

How we consult with our carrier partners | DPL Financial Partners DPL Consultant, Sam Johnson, explains how the team works with our carrier partners to ensure clients receive products tailored to their needs.

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We do just as much consulting in strategic partnerships with carriers as
we do with advisors. Carriers realize they don't truly understand the RIA market. The vocabulary the terminology, how they run their business why they use insurance products even.
There's a few carriers that have their own sales desks and are trying to
kind of go it alone quote-unquote, but for the rest of the industry they
understand for RIAs is what truly differentiates them is that they're not tied to a particular carrier, they're not tied to an investment fund family or a technology partner. They can choose and use whatever solution makes sense the most for their business and especially for their different clients situation. Having insurance fall into that same category and to have that same type of experience on the insurance front is exactly what they like. And so the carriers that are truly embracing DPL, the feedback we're giving, the products that are 275 plus member firms right now want to see, are the ones they're really going to win in the space which we think is where everything's heading.

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