Case Study: HSC Wealth Advisors achieves fiduciary-grade, lower-cost insurance solutions with DPL Financial Partners

HSC Wealth Advisors boosts coverage by $520,000 with DPL Financial Partners

HSC Wealth Advisors, a fee-only financial planning firm, faced the challenge of fulfilling insurance policies for clients in a fiduciary manner. They partnered with DPL Financial Partners to gain access to commission-free insurance products and expert implementation support.

DPL provided in-depth policy reviews and recommended low-cost, high-value solutions, such as a 1035 exchange for a client that saved $2,130 and increased death benefit coverage by $440,000. By implementing DPL's advisory insurance solutions, HSC strengthened its planning impact and deepened client relationships.

HSC Wealth Advisors