DMI Next Sale Podcast

Gather Big Assets with DMI's latest Sales Concept on taking RMDs and preserving a Legacy: A conversation with Erick Lindewall, VP Annuity Sales at DMI.

Imagine clients with qualified assets that don't need RMDs. What they'd really like to do is satisfy RMD requirements and maximize the legacy they leave for the next generation.

Now imagine telling them there's a way to satisfy the RMD requirement while preserving, protecting, and potentially even enhancing the legacy, regardless of market performance.

Help clients prepare for major retirement roadblocks. Clients need to expect the unexpected.

Join Annexus + DMI and prepare clients for 4 common risks in retirement that may derail their plans:

• Potential Social Security benefit reductions
• Health-related events
• Legacy shortfalls
• Longevity risk

Then we'll show you 1 cutting-edge product that delivers a solution to your clients.

If you're serious about Financial Planning, and specifically Retirement Income Planning, you've got to listen to this podcast! The time has never been better to help clients maximize their Social Security income and develop a capital-efficient income strategy.

Get an overview of the difference you can make in the lives of your customers and your business, including:

• Building a better retirement plan for 50% less capital (on average)

• Going from Asset Allocation to Asset OPTIMIZATION by using Annuities surgically

• Getting Certified in Social Security Claiming Strategies

• Using all the tools in your box more strategically & effectively

“Ultimately, here, we’re talking about building better, more fortified plans for 50% less capital. At the same time, we’re talking about building better, more fortified, more profitable, and more valuable businesses for agents.”