DPL Financial Partners Launches Innovative Annuity Review Platform

DPL Financial Partners has launched Annuity Review, an innovative platform designed to aid registered investment advisor (RIA) firms in efficiently managing and evaluating large portfolios of legacy annuities. As these firms transition to fee-based advisory models, based in Louisville, Kentucky, DPL offers advanced technology to streamline the process. The platform is targeted at firms acquiring substantial annuity volumes through mergers, acquisitions, or advisor transitions, facilitating a shift to a fiduciary advice framework.

Annuity Review allows firms to quickly analyze entire annuity portfolios, identifying contracts that can be exchanged for fee-based products, ultimately resulting in improved client outcomes. By transitioning to lower-cost, commission-free annuities, firms align with clients' financial planning goals. For contracts not ready for immediate exchange, DPL assumes the agent of record role, monitoring for future transition opportunities. Advisors can conveniently manage client recommendations through a centralized dashboard, initiating digital applications to expedite the exchange process.

This platform builds on DPL's earlier Annuity Comparison Calculator, enhancing capabilities for comprehensive portfolio analysis following collaborations with major advisory firms. Since its limited introduction in late 2025, Annuity Review has facilitated nearly $1 billion in annuity assets uploaded by member firms. Serving over 8,500 RIA firms, whether directly or via major wealth management platforms like Black Diamond and Orion, DPL manages nearly $6 billion in assets under administration. The technology empowers advisors to discover, implement, manage, and bill annuity products in alignment with fiduciary principles, emphasizing advisory roles and transparent fee structures. David Lau, Founder and CEO of DPL Financial Partners, underscores their commitment to aligning advisor practices closely with client interests.