EXCLUSIVE DMI WEBINAR

Bullet Point Business Plan

LIVE WEDNESDAY | FEBRUARY 04 | NOON ET | 45 mins

Stop Overcomplicating Growth. Build a business plan you’ll actually execute.

Most plans collect dust. This one drives results.

In just 30 minutes, Kari Gillenwater will hand you a framework that cuts the noise and fuels momentum.

You’ll walk away with a real-world plan—bullet-pointed, calendar-ready, and built for action.

This Session Is Built For: Advisors who are tired of vague plans and ready to lead with focus. Whether you’ve got a scribbled goal sheet or a bloated PDF, this gives you a real plan you’ll use.

WHY FINANCIAL PROFESSIONALS NEED THIS NOW

Clients fear running out of money more than anything else.
This webinar equips you to:

Strengthen client confidence
Lead retirement planning conversations with authority
Offer protection strategies that reinforce long-term stability
Turn risk education into new planning and sales opportunities

🚀All attendees will receive client-approved, customizable marketing material 🚀

Featured Presenter

KARI GILLENWATER
Owner, Gillenwater Consulting Group, Inc.

Strategic. Authentic. Unshakably advisor-first.

Kari Gillenwater brings two decades of experience guiding advisors through real growth—not just goal-setting. She’s led over 50 elite study groups, consulted with 200+ firms, and facilitated thousands of Kolbe™ assessments to strengthen teams and drive performance. Her coaching is rooted in clarity, accountability, and bold execution—tailored to the real-world challenges advisors face. If you’re ready to scale with focus and lead with confidence, Kari is the partner who gets you there.

TYRELL JENSEN
DMI Vice President - Annuity Sales

Not Just Product Support. Real Sales Strategy.

Tyrell Jensen isn’t here to push paper or talk rates. With nearly two decades in the industry, he helps financial professionals turn complex client challenges into clear, scalable solutions. He doesn’t just ‘speak’ advisor… he’s lived it.

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!

Make 2026 the year your plan actually happens.

What You'll Learn

How to make a Business Plan you can explain in a sentence
Your top 2026 growth priorities—named, framed, and ready to go
Weekly-to-annual metrics to help move the needle
A structure you can stick with (without needing a 3-ring binder)
Clear next steps for execution

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