Advisor Revelations

Author: DPL Financial Partners

DPLs popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPLs team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
Be a guest on this podcast

Language: en-us

Genres: Business, Investing

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Get all podcast data

Listen Now...

How Orion is Meeting Demand for Fee-Based Insurance Solutions
Episode 57
Tuesday, 24 March, 2026

This week, Kameron McRay talks with George Svagera, Senior Vice President of Institutional Sales at Orion Advisor Solutions. George leads a talented team of sales professionals to deliver Orion's industry-leading technology and wealth management solutions to broker-dealers, banks, trust companies, and custodians.George talks with Kameron about how Orion meets the growing demand for fee-based annuities and insurance. He discusses the integration of DPL's discovery tools into Orion Connect, the launch of Orion's RIA Accelerator program for breakaway advisors, and how firms can transition without sacrificing assets or revenue. George also explains why insurance solutions are becoming a revenue-driving force for modern RIAs and why adding commission-free annuities directly into advisors' workflows is a game-changer for both client outcomes and firm profitability.