Case Study: BlueStem Wealth Partners achieves a successful fee-based transition with DPL Financial Partners

BlueStem Wealth Partners transitions $20M in annuity assets with DPL Financial Partners

Bluestem Wealth Partners, a breakaway RIA with $700M in AUM, faced a challenge when transitioning to a 100% fee-based model. They were doubtful they could bring much of their annuity book of business with them from their former broker-dealer. They turned to DPL Financial Partners and its Annuities & Insurance Marketplace (AIM) via the Breakaway Accelerator Program for a solution.

DPL provided proprietary technology and a team of licensed consultants to efficiently transition the annuity contracts. This solution enabled Bluestem to move over 100 contracts, retaining $20M in annuity assets within five months. DPL Financial Partners' service allowed the firm to triple their expected asset transfer, securing client relationships and solidifying their new fee-based model.

BlueStem Wealth Partners