This week, Amy Arnett talks with Brad Mendenhall, Executive Vice President for Insurance Solutions at DPL. Brad specializes in the intersection of asset management, financial planning, and risk-based planning, where fiduciary responsibility and holistic client value converge to shape the future of the financial services industry. 

Brad and Amy talk about why insurance matters in holistic financial planning and how modern RIAs can integrate it into the planning process without becoming insurance experts. They discuss how technology, product innovation, and a partnership with DPL can serve as a roadmap for leaders looking to enhance their clients' experience, increase AUM, and bridge the gap between asset management and protection.

Rethinking the Annuity Paradigm

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.