Jonathan Barth to lead client relationship teams

LOUISVILLE, KY, March 13, 2024 /24-7PressRelease/ — DPL Financial Partners, the leading platform for commission-free annuities, today announced the appointment of Jonathan Barth as vice president, member success. Barth will oversee management of relationships with DPL’s membership of RIA firms and fiduciary advisors using the platform to deliver annuity and insurance solutions to their clients.

In this role, Barth will ensure DPL members are supported to achieve key outcomes for their clients and firms through their relationship with DPL, including increased client satisfaction and retention, and firm AUM and revenue growth. He also will lead the development of prospective relationships with firms who are exploring DPL as a partner for fiduciary annuity and insurance solutions.

“Jonathan has spent the last six years in conversation with 1,000s of advisors and RIA firm executives learning what they need to successfully incorporate fee-based annuity and insurance solutions into their practices,” said Mike Titus, DPL senior vice president, distribution. “His deep understanding of the RIA channel and experience coaching advisors on ways to use annuities and insurance to benefit their clients and grow their firms will be invaluable as we continue to expand our membership, especially breakaway RIAs.”

DPL rolled out its popular Breakaway Accelerator Program last year as a turnkey solution for advisors looking to separate from their broker-dealers and move to an independent model. The program helps advisors transition their existing annuity book of business to a fee-based model and begin offering annuity and insurance solutions to strengthen client portfolios and financial plans.

“Helping advisors realize the many benefits commission-free annuities can deliver to their clients and their firm is extremely rewarding,” said Barth. “At DPL, we work hard to meet advisors where they are when it comes to understanding how annuities and insurance can be used in clients’ financial plans. From helping design products with input from our members, to building tools that provide product insights, to digitizing and streamlining the application process—everything we do is designed to drive member success. I’m thrilled to bring all that I’ve learned to empower advisors through this role.”

Previously, Barth had served as a DPL consultant and regional vice president. Before joining DPL, he worked at Jefferson National as a territory manager and senior consultant.

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.

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