LOUISVILLE, KY, March 13, 2024/ 24-7PressRelease/– DPL Financial Partners, the leading platform for commission-free annuities, today revealed the consultation of Jonathan Barth as vice president, member success. Barth will manage management of relationships with DPL's subscription of RIA companies and fiduciary consultants utilizing the platform to provide annuity and insurance coverage options to their customers.
In this function, Barth will guarantee DPL members are supported to attain essential results for their customers and companies through their relationship with DPL, consisting of increased customer complete satisfaction and retention, and company AUM and income development. He likewise will lead the advancement of potential relationships with companies who are checking out DPL as a partner for fiduciary annuity and insurance coverage options.
“Jonathan has actually invested the last 6 years in discussion with 1,000 s of consultants and RIA company executives discovering what they require to effectively include fee-based annuity and insurance coverage services into their practices,” stated Mike Titus, DPL senior vice president, circulation. “His deep understanding of the RIA channel and experience training consultants on methods to utilize annuities and insurance coverage to benefit their customers and grow their companies will be indispensable as we continue to broaden our subscription, specifically breakaway RIAs.”
DPL presented its popular Breakaway Accelerator Program in 2015 as a turnkey option for consultants aiming to separate from their broker-dealers and relocate to an independent design. The program assists consultants shift their existing annuity book of organization to a fee-based design and start using annuity and insurance coverage options to reinforce customer portfolios and monetary strategies.
“Helping consultants understand the lots of advantages commission-free annuities can provide to their customers and their company is incredibly gratifying,” stated Barth. “At DPL, we strive to fulfill consultants where they are when it pertains to comprehending how annuities and insurance coverage can be utilized in customers' monetary strategies. From assisting style items with input from our members, to structure tools that supply item insights, to digitizing and simplifying the application procedure– whatever we do is created to drive member success. I'm enjoyed bring all that I've found out to empower consultants through this function.”
Formerly, Barth had actually acted as a DPL expert and local vice president. Before signing up with DPL, he operated at Jefferson National as an area supervisor and senior expert.
About DPL Financial Partners
DPL Financial Partners is the leading insurance coverage market bringing best-in-class options from the country's leading providers to signed up financial investment consultants (RIAs), their customers and customers. DPL's items, proprietary tools and ingrained innovation make it possible for RIAs to integrate insurance coverage and annuities into their practices to more holistically serve their customers. Customers gain from items that provide competitive rates and transparent, fiduciary application to fulfill a series of requirements in the monetary strategy. www.dplfp.com
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