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  • DPL rolls out member-wide access to RISA planning tool

    May 1, 2023 by DPL Financial Partners

    Retirement Income Style Awareness Profile matches client preferences with income solutions

     

    LOUISVILLE, KY, April 25, 2023 — DPL Financial Partners, the leading insurance platform for registered investment advisors (RIAs), announced that it has expanded access to the Retirement Income Style Awareness (RISA®) Profile to all its members.

     

    Retirement researchers Wade Pfau and Alex Murguia created the RISA Profile — a psychology-based income personality assessment — to help reveal an individual’s unique preferences for sourcing retirement income.

     

    “The RISA is changing the retirement income conversation for advisors and their clients,” said Murguia. “With DPL, we have a partner to bring the RISA Profile to more RIAs and clients looking for personalized retirement income solutions.  We’ve gotten great feedback from DPL members so far and will continue to learn from their experiences as we develop the RISA marketplace.”

     

    Completed in just 15-20 minutes, the RISA questionnaire generates a custom report that guides advisors in delivering tailored retirement income solutions, including fiduciary friendly annuities. DPL rolled out an initial release of the RISA to a small group of members last fall.

     

    “It’s important to align clients with strategies that work for their unique personalities,” said DPL member and financial advisor Bob Witt, who took part in the initial rollout.  “The solution that looks best on paper might not be one they’re able to stick with during tough times.”

     

    Advisors typically use RISA as a first step in the planning process, to validate current plans ― especially during market uncertainty ― and to attract new clients by showing they care about their clients’ unique preferences for how to meet their goals.

     

    “We’re excited to add the RISA to our expanding toolkit for members,” said DPL Founder and CEO David Lau. “The combination of RISA’s client-level insights and DPL’s commission-free annuity solutions empowers advisors to deliver customized income strategies that are resonating with clients and reflecting a fiduciary approach to retirement planning.”  

     

    When RISA results indicate a need for guaranteed income, asset protection or a mix of the two, DPL members have access to a marketplace of vetted, fee-only annuity solutions to fulfill the strategy. The RISA Profile is now available to all DPL members through dplfp.com.

     

    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. http://www.dplfp.com/

     

    About RISA

    RISA, the Retirement Income Style Awareness profile, is built on a retirement income framework that blends psychology and financial planning to help investors identify their unique retirement income preferences. Developed by retirement income experts Alex Murguia and Wade Pfau, the intuitive, easy-to-follow survey considers a variety of factors related to an individual’s feelings about security, flexibility, reliance on market returns, and preference for contractual guarantees to define their tolerance for income risk during decumulation. The RISA empowers financial advisors with the insights they need to implement the retirement income strategies that make the most sense for each individual client. https://risaprofile.com/

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Originally Posted at DPL Financial Partners on April 25, 2023 by DPL Financial Partners.

    Categories: Industry Articles
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