Orion Expands Integration With DPL Financial Partners To Embed Commission-Free Annuities In Orion Connect

Chowdhry, A. (2026, February 19). Orion Expands Integration With DPL Financial Partners To Embed Commission-Free Annuities In Orion Connect. Pulse 2.0. https://pulse2.com/orion-expands-integration-with-dpl-financial-partners-to-embed-commission-free-annuities-in-orion-connect/

• Orion and DPL Financial Partners have expanded their integration to embed annuity comparison and analysis tools directly into the Orion Connect platform.

• The update provides financial advisors with seamless, in-platform access to a marketplace of commission-free annuities and insurance solutions.

• Three specific DPL tools, including an Annuity Comparison Calculator and Guaranteed Income Analysis, are now integrated into the advisor workflow.

• These tools enable advisors to evaluate existing annuities against low-cost alternatives and model predictable retirement income outcomes for clients.

• The integration aims to eliminate the historical friction caused by using separate platforms and manual paperwork for insurance products.

• DPL supports the initiative with insurance-licensed agents, allowing advisors without specific licenses to incorporate these solutions into financial plans.

• This partnership allows annuities to be managed as fee-billable assets, effectively aligning them with the fiduciary model and holistic portfolio management.

Knote: With more people turning 65 this year in the US, advisors might be smart to sharpen their distribution-phase proposals to win those pre-retirees and 401k rollovers.