When it comes to insurance, finding the right solution is often like looking for a needle in a haystack. Some insurance agents undoubtedly make excellent recommendations, aligning insurance choices with the genuine needs of their clients. However, on the other hand, some agents are solely motivated by commissions, often sacrificing proper planning to pursue a sale. This disparity has left clients and advisors seeking a more reliable partner in pursuing financial security.

In this episode, VP of Member Success Tim Rembowski talks with Amy Arnett, Director of Insurance Solutions at DPL. Amy has been in life and disability insurance services for 36 years. She works with independent insurance agents and financial advisors to help them provide their clients the protection they need using life insurance and disability income. Amy joins the DPL team to solve the developing insurance needs in clients' portfolios.

To help advisors bring their clients' insurance under their fiduciary umbrella, Amy chats with Tim about a new development - DPL's Insurance Solutions. She shares her insights into how this new resource is revolutionizing the insurance landscape for financial advisors. Amy discusses the range of services offered, including life insurance, long-term care, disability, and more, all designed to support advisors and enhance client relationships.

Key Takeaways

[01:43] - Amy's experience in the insurance industry and her role at DPL.
[02:48] - How DPL's insurance solutions relieve advisors of insurance complexities.
[06:51] - How DPL helps advisors consolidate relationships.
[09:21] - The resurgence of interest in long-term care insurance.
[12:31] - Addressing gaps in employer-paid group disability insurance.
[15:20] - Compensation structure for advisors working with DPL's insurance desk.

How Advisors Use Best-In-Class Insurance Solutions in Client Portfolios 19:21 Share

Advisor Revelations

Shownotes Transcript

How Advisors Use Best-In-Class Insurance Solutions in Client Portfolios