Team Wealthbox is thrilled to announce a partnership with DPL Financial Partners, the leading insurance provider focused on commission free products for fee-only advisors.
Join us for a live webinar on Tuesday, May 23rd at 2pm ET titled “Annuities 101: How and When to Use Annuities to Strengthen a Financial Plan.” Attendees of this webinar will be eligible for 1 CFP CE credit.
DPL Financial Partners brings best-in-class solutions from the nation’s top carriers to registered investment advisors (RIAs), their clients and consumers. DPL’s products, proprietary tools and embedded technology enable RIAs to incorporate insurance and annuities into their practices to more holistically serve their clients. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan.
Rachel Cameron, Director of Strategic Partnerships at DPL“We are excited to join forces with Wealthbox CRM, known for its user-friendly interface, robust features, and innovative approach to wealth management,” said Rachel Cameron, Director of Strategic Partnerships at DPL. “Together, we will enhance the capabilities of advisors to help them deliver exceptional client value and holistic services that include insurance and annuity solutions.”
Andrew Ladwig, Director of Business Development at Wealthbox“Wealthbox and DPL Financial Partners share the goal of enabling advisors with technology to scale their practices and provide excellent client experiences,” said Andrew Ladwig, Director of Business Development at Wealthbox. “We’re delighted to make this partnership official to better serve advisors together.”
Join us for a live webinar on Tuesday, May 23rd at 2pm ET titled “Annuities 101: How and When to Use Annuities to Strengthen a Financial Plan.” Attendees of this webinar will be eligible for 1 CFP CE credit.
