EXCLUSIVE DMI WEBINAR

50% LESS COST, 100% MORE IMPACT

RETIREMENT ASSET OPTIMIZATION

LIVE WEDNESDAY | NOON ET | FEBRUARY 05 | đź•’ 60 mins

register now!

It’s Time to Reinvent Retirement Income Planning

Be the ultimate hero for your clients. We’ll show you how to optimize retirement assets so you build stronger retirement income plans for about 50% less capital (on average).

Plus, optimize retirement portfolios in a way that’s proven to keep your fee-based revenue.

If you’re serious about Financial Planning, and specifically Retirement Income Planning, you’ve got to join us. Let’s get your clients started on the 21st century path to retirement income.

The numbers don’t lie. This optimized strategy has a 100% probability of success and costs 50% less.

Featured Presenters

Andy Robertson, CSSCS
Nationally Recognized Retirement Income Specialist

As Head of Business Development & Training, Andy spends his days working with coaching and training some of the most accomplished, independent, retirement planning professionals in the country.

With the vast majority of American households likely to fall short of their retirement savings goals, Andy recognizes successful retirement income planners must utilize their knowledge, training and tools to embrace the complexity of Social Security planning and leverage its ability to salvage middle America’s retirement dreams.

Michael Hoeflich, MBA, CSSCS®, CLTC®

A dedicated Sr. VP of Wealth Management at The Financial Guys, LLC in Williamsville, Michael “Mike” Hoeflich combines his unwavering passion for financial education and Sr. VP of Wealth Management to guide clients towards their financial aspirations. His philosophy rests on education and a thorough, considerate approach, ensuring clients not only achieve financial security but also gain peace of mind.

Russ Gaiser III, MBA, CFP®, CSSCS®

As a CERTIFIED FINANCIAL PLANNER™ and Certified Social Security Claiming Strategist, Russ offers a nuanced understanding of the multifaceted landscape of retirement planning. Russ’s credentials don’t stop there – as a Dave Ramsey trained Master Financial Coach, he empowers clients to overcome debt, save judiciously, and build lasting wealth.

ERICK LINDEWALL, DMI
Vice President – Annuity Sales

Erick Lindewall is an industry veteran with 30 years of experience, including over 20 years as an External Variable Annuity Wholesaler. He has worked with financial advisors in all major distribution channels. Erick’s been recognized as a sales and relationship management leader multiple times during his wholesaling career. Before beginning his wholesaling career, Erick was a financial advisor and sales manager.

WHAT YOU’LL LEARN:
  • Keep more AUM as clients retire
  • Create extra money for clients’ retirement dreams
  • Shift clients’ focus from a growth to an income mindset
  • Bridge the income gap

ERICK LINDEWALL
Vice President - Annuity, DMI

Erick Lindewall is an industry veteran with 30 years of experience, including over 20 years as an External Variable Annuity Wholesaler. He has worked with financial advisors in all major distribution channels. Erick’s been recognized as a sales and relationship management leader multiple times during his wholesaling career. Before beginning his wholesaling career, Erick was a financial advisor and sales manager. 

Claim Your Seat!

Don’t miss your chance to help clients expect the unexpected. 

What You'll Learn

  • Keep more AUM as clients retire
  • Create extra money for clients’ retirement dreams
  • Shift clients’ focus from a growth to an income mindset
  • Bridge the income gap

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