Going independent shouldn’t mean leaving annuities behind. Through our Annuities & Insurance Marketplace (AIM), firms retain oversight, modernize legacy policies, and grow fee‑based AUM with fiduciary‑friendly solutions.
This program strengthens enterprise value by helping firms reclaim held‑away assets and transition clients into modern, client‑aligned solutions over time.
Strategic Advantages:
Analyze existing contracts to identify low‑cost, fiduciary exchange opportunities
Name DPL Financial Partners as the Agent of Record when an exchange isn’t suitable
Equip advisors with integrated education, tools, and reporting
Run a repeatable program to reclaim held‑away annuities and lift enterprise valuation
Transition policies over time into advisory annuities aligned with client goals
