DPL Financial Partners Appoints Industry Veterans to Accelerate Commission-Free Annuity Growth Strategy

DPL Financial Partners, the leading platform for commission-free insurance and annuity solutions, has announced the appointment of two seasoned industry executives to newly created leadership roles. As the firm approaches $7 billion in assets under administration, Mark Forman joins as Head of Experience, while Kendal Wetzel takes on the role of Head of Sales Strategy and Operations. These strategic hires underscore the company's commitment to modernizing the annuity landscape for registered investment advisors (RIAs).

In his new capacity, Forman will focus on enhancing service delivery and advisor engagement, drawing on his extensive background as a former Chief Marketing Officer at RetireOne and executive at Nationwide Financial. Meanwhile, Wetzel brings deep distribution expertise from her previous leadership roles at Jackson National and Allianz Life, where she will now oversee the alignment of internal teams, processes, and technology to fuel DPL’s rapid expansion.

Founder and CEO David Lau emphasized that these appointments are critical to simplifying the annuity experience for partners and clients alike. By investing in top-tier talent, DPL aims to further empower advisors with the tools necessary to solve complex retirement challenges, ensuring that their commission-free platform continues to set the industry standard for innovation and client-centric financial planning.