Annuity Review supports organic growth by helping enterprise firms evaluate and optimize large portfolios
LOUISVILLE, Ky.–(BUSINESS WIRE)–DPL Financial Partners, the leading annuity and insurance platform for RIAs, today announced the launch of Annuity Review, an interactive decision-making tool for acquisitive advisory firms to align books of legacy annuities with a fee-based advice model. This technology-driven solution simplifies and streamlines the annuity analysis and exchange process, enabling enterprise firms to unlock long-term value from commissioned books of business for clients, their advisors, and their business.
“As more advisors today move to a fee-based advice model, annuities have remained an outlier,” said DPL founder & CEO, David Lau. “Our technology helps advisors to become fully aligned with their clients as fiduciaries—focused on providing advice, not selling products. And it enables them to shift annuity revenue from commission trails to transparent fees, while moving clients into lower-cost, commission-free solutions that deliver greater value and better support their goals.”
Annuity Review evolved from DPL’s popular Annuity Comparison Calculator, a tool for advisors to easily compare individual contracts to its marketplace of commission-free products. The company scaled the technology after working with a handful of large firms to evaluate entire books of annuities at one time. Since its late 2025 soft launch with key Member firms, just under $1 billion in annuities has been uploaded to the platform.
Annuity Review rapidly analyzes a portfolio of annuities to identify contracts that can be improved through exchange to a fee-based product aligned to clients’ goals. Contracts that are not suitable for exchange can be transferred to DPL as agent of record and monitored for transition over time. Advisors can review, share, and approve client recommendations through a centralized dashboard. Annuity Review also allows them to easily initiate online applications, enabling seamless collaboration with service teams and clients to complete the process efficiently.
With just under $6 billion in AUA, DPL serves more than 8,500 RIA firms either directly or through integrations with the leading wealth management platforms, including Black Diamond and Orion. Using DPL’s technology, advisors discover, fulfill, manage, and bill on a range of value-focused annuity and insurance solutions to better serve their clients and grow their practices.
To learn more about DPL, commission-free annuities, and Annuity Review, visit dplfp.com.
About DPL Financial Partners
DPL Financial Partners is the leading insurance solution for registered investment advisors (RIAs), bringing commission-free annuities and insurance products from the nation’s top carriers to RIAs, their clients, and individual investors. DPL’s tools and technology can transform RIA practices, seamlessly incorporating these solutions for truly holistic client service. Clients and individual investors benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of financial planning needs. For more information, visit www.dplfp.com.
Contacts
DPL CONTACT:
Greg Joslyn, The Lowe Group
[email protected]
(414) 376-7275
