Orion, DPL team up to bring commission-free annuities to advisors

In addition to a comprehensive line-up of commission-free annuities and best-in-class life, disability and long-term care products, Orion advisors will have direct, integrated access into DPL’s proprietary tools for discovering and comparing annuities by type, benefits, and costs. Robust data feeds from DPL into the Orion Advisor Technology platform enable management of annuity assets alongside other investments in the client’s portfolio.

“Commission-free annuities and insurance solutions are critical tools for fiduciary advisors to serve the holistic needs of their clients and grow their practices,” said DPL Founder and CEO David Lau. “Orion is a homebase for thousands of advisors and, through this partnership, they now can directly access annuity and insurance solutions to meet needs in the financial plan, strengthen client relationships, and scale their business as part of their fiduciary process and existing workflow.”

Advisors can contact Orion at [email protected] for more information about the expanded partnership with DPL.

About DPL Financial Partners

DPL Financial Partners is the leading insurance marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers. DPL's products, proprietary tools and embedded technology enable RIAs to incorporate insurance and annuities into their practices to more holistically serve their clients. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan. www.dplfp.com

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets (as of December 31, 2023) and supports over six million technology accounts and thousands of independent advisory firms. Today, 12 out of the Top 15 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

¹ Source: 2023 Top 100 RIA Firms, Barron's, 2023.