Curated News
By: NewsRamp Editorial Staff
October 21, 2026
DPL Financial Partners Adds Two Insurance Veterans as Assets Near $7B
TLDR
- DPL Financial Partners' new executive hires position the firm to capture more of the growing RIA annuity market as it nears $7 billion in assets.
- DPL Financial Partners appointed Mark Forman as Head of Experience and Kendal Wetzel as Head of Sales Strategy and Operations to enhance its commission-free annuity platform.
- DPL Financial Partners' expansion helps advisors solve retirement challenges, enabling Americans to spend confidently and securely after their working years.
- DPL Financial Partners, nearing $7 billion in assets, has hired two insurance veterans to lead experience and sales strategy for its commission-free annuity platform.
Impact - Why it Matters
The addition of Mark Forman and Kendal Wetzel signals that DPL Financial Partners is scaling its commission-free annuity platform to meet rising demand from RIAs and their clients. As more advisors seek transparent, low-cost insurance solutions to address retirement income challenges, DPL’s investment in leadership and user experience could accelerate the shift away from traditional commission-based products. This matters because it gives advisors better tools to help Americans spend confidently in retirement, while also intensifying competition among carriers and platforms to deliver more efficient, client-friendly solutions.
Summary
DPL Financial Partners, the leading platform for commission-free annuities, has appointed two seasoned insurance executives—Mark Forman as Head of Experience and Kendal Wetzel as Head of Sales Strategy and Operations—as the firm approaches $7 billion in assets under administration. The hires underscore DPL’s commitment to modernizing and simplifying the annuity experience for registered investment advisors (RIAs), their clients, and individual investors. Founder and CEO David Lau emphasized that both bring deep expertise in tailoring annuity and insurance solutions to the RIA market, reflecting the firm’s focus on listening to members and partners to support advisor and client success at every stage of growth.
In his newly created role, Forman will lead initiatives to enhance service for DPL’s member advisors, strategic partners, and consumers. He previously led experience initiatives at Jefferson National and Nationwide Financial, served as Chief Marketing Officer at RetireOne, and was most recently CMO at Optifino. Forman said he was drawn to DPL because commission-free annuities can transform advisors’ practices and help solve critical retirement challenges, and he looks forward to optimizing the experience on the most advanced and fastest-growing commission-free insurance platform in the industry. Wetzel, who brings significant distribution experience from Jackson National Life Distributors and Allianz Life, will lead sales operations and enablement, aligning teams, processes, and technology to fuel continued growth. She expressed eagerness to build systems and infrastructure that support increasing advisor and consumer demand.
DPL Financial Partners is modernizing annuities and insurance through its Avenew® platform, a transparent, competitively priced marketplace that empowers advisors and investors with tools to evaluate, compare, and seamlessly implement solutions. The firm supports more than 8,500 RIA firms directly and through integrations with leading wealth management platforms including Orion and Black Diamond. To learn more about DPL and commission-free annuities, visit dplfp.com.
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, DPL Financial Partners Adds Two Insurance Veterans as Assets Near $7B
