EXCLUSIVE DMI WEBINAR

50% LESS COST, 100% MORE IMPACT: Retirement Asset Optimization

LIVE WEDNESDAY | SEPTEMBER 24 | NOON ET | 60 mins

Stop Following Yesterday’s Rules. Start Leading Tomorrow’s Solutions.

Traditional retirement planning isn’t just outdated—it’s costing your clients more than it should. And if you’re relying on the 60/40 portfolio or the 4% rule, you’re leaving money—and trust—on the table.

AS SEEN ON

Join this groundbreaking webinar to discover how to slash retirement capital requirements by up to 50% while delivering 100% income security. Learn strategies and see the proprietary software that will set you apart, build stronger client relationships, protect AUM, and create lasting impact in today’s financial landscape.

Why You Should Attend
This isn’t just another webinar. It’s your opportunity to:

Differentiate yourself with cutting-edge retirement strategies and software.
Build confidence in offering solutions that protect clients and your AUM.

Featured PRESENTERS

Andy Robertson
CSSCS

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.

ERICK LINDEWALL
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.

Claim Your Seat!

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

What You'll Learn

Cut Capital Requirements in Half
Discover how Asset Optimization and Social Security maximization can reduce the money your clients need for retirement while securing lifetime income.
Fix What’s Broken in Traditional Planning
Understand why the 60/40 portfolio and the 4% rule are no longer enough in the face of market volatility and dollar-cost ravaging—and what to do instead.
Innovate to Elevate Your Practice
Learn how to integrate guaranteed income strategies to protect clients, keep more AUM, and unlock new growth opportunities for your business.

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