DPL Financial Partners said Thursday that the firm has launched Annuity Review, "an interactive decision-making tool for acquisitive advisory firms to align books of legacy annuities with a fee-based advice model."
The technology-driven solution "simplifies and streamlines the annuity analysis and exchange process, enabling enterprise firms to unlock long-term value from commissioned books of business for clients, their advisors, and their business," said DPL, a leading annuity and insurance platform for RIAs.
"As more advisors today move to a fee-based advice model, annuities have remained an outlier," David Lau, DPL's founder and CEO, said in a statement. "Our technology helps advisors to become fully aligned with their clients as fiduciaries — focused on providing advice, not selling products. And it enables them to shift annuity revenue from commission trials to transparent fees, while moving clients into lower-cost, commission-free solutions that deliver greater value and better support their goals."
Annuity Review evolved from DPL's popular Annuity Comparison Calculator, a tool for advisors to compare individual contracts to its marketplace of commission-free products.
"The company scaled the technology after working with a handful of large firms to evaluate entire books of annuities at one time," DPL said.
Since its late 2025 soft launch with key member firms,"just under $1 billion in annuities has been uploaded to the platform," the firm said.
Annuity Review "rapidly analyzes a portfolio of annuities to identify contracts that can be improved through exchange to a fee-based product aligned to clients' goals," DPL said.
"Contracts that are not suitable for exchange can be transferred to DPL as agent of record and monitored for transition over time," and advisors can review, share and approve client recommendations through a centralized dashboard, according to the firm.
With just under $6 billion in assets under administration, DPL serves more than 8,500 RIA firms either directly or through integrations with the leading wealth management platforms, including Black Diamond and Orion.
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