DPL Financial Partners Launches Annuity Review Technology For RIAs

New platform helps advisory firms analyze and optimize legacy annuity portfolios as they transition to fee-based models.

Mar. 13, 2026 at 4:08am

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DPL Financial Partners, a Louisville-based company, has announced the launch of Annuity Review, an interactive decision-making technology designed to help registered investment advisor (RIA) firms evaluate and optimize large portfolios of legacy annuities as they transition to fee-based advice models.

Why it matters

As more advisors move to a fee-based model, annuities have remained a challenge. This new technology from DPL Financial Partners aims to help RIA firms align their annuity strategies with a fiduciary advice model, simplifying the analysis and exchange process for commissioned annuity portfolios.

The details

Annuity Review allows advisory firms to rapidly analyze entire portfolios of annuity contracts to determine which holdings may be better suited for exchange into fee-based products. The system identifies contracts that could deliver improved outcomes for clients through lower-cost, commission-free annuities aligned with financial planning goals. Contracts that are not appropriate for immediate exchange can be transferred to DPL as the agent of record, allowing the platform to monitor them over time and identify potential transition opportunities in the future.

  • DPL Financial Partners announced the launch of Annuity Review in March 2026.
  • The technology was in soft launch with select member firms since late 2025.

The players

DPL Financial Partners

A Louisville, Kentucky-based company that provides registered investment advisor (RIA) firms with access to commission-free annuity and insurance solutions designed for fee-based advisory practices.

David Lau

Founder and CEO of DPL Financial Partners.

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What they’re saying

“As more advisors today move to a fee-based advice model, annuities have remained an outlier. 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 trails to transparent fees, while moving clients into lower-cost, commission-free solutions that deliver greater value and better support their goals.”

— David Lau, Founder & CEO, DPL Financial Partners (pulse2.com)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This new technology from DPL Financial Partners aims to help RIA firms streamline the analysis and exchange process for commissioned annuity portfolios, allowing them to better align their annuity strategies with a fiduciary advice model and provide their clients with lower-cost, commission-free annuity solutions that better support their financial planning goals.