Orion, DPL Team Up to Bring Commission-Free Annuities to Advisors
“We’re excited to provide thousands of advisors with access to insurance products through Orion’s expanded partnership with DPL.
- “We’re excited to provide thousands of advisors with access to insurance products through Orion’s expanded partnership with DPL.
- In an increasingly competitive advisory environment, advisors have told us that bringing their clients’ insurance under the fiduciary umbrella will help to differentiate their firm and offering,” said Brian McLaughlin, President of Orion Advisor Technology.
- Robust data feeds from DPL into the Orion Advisor Technology platform enable management of annuity assets alongside other investments in the client’s portfolio.
- “Commission-free annuities and insurance solutions are critical tools for fiduciary advisors to serve the holistic needs of their clients and grow their practices,” said DPL Founder and CEO David Lau.