EXCLUSIVE DMI WEBINAR

Build Fully Funded Plans with Less Capital

LIVE WEDNESDAY | APRIL 22 | NOON ET | 60 mins

Retirement Income Planning Has Changed. Have You?

Most advisors are still using accumulation strategies to solve income problems.

RAO (Retirement Asset Optimizer) helps advisors build better retirement income plans with less client capital—while preserving more AUM for growth, flexibility, and long-term value.

Why It Matters for Advisors

Build stronger income plans with less client capital
Preserve more assets for fee-based management
Reduce reliance on market performance
Deliver more predictable, defensible outcomes
Differentiate your retirement income strategy

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

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

ANDY ROBERTSON
CSSCS Co-Founder & Vice President

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
DMI Vice President Annuity Sales

Erick Lindewall brings 35 years of industry grit and insight to every conversation — and helps advisors do the same. He’s not here to push products. He’s here to engineer results.

Before joining DMI, Erick spent over 25 years as an External Variable Annuity Wholesaler — and cut his teeth as a financial advisor and sales manager before that. He’s worked across every major distribution channel. What does that mean for you? He knows what it’s like to be in your seat.

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!

Built for advisors who want a simpler way to solve LTC planning—without traditional LTC friction.

What You'll Learn

Why most retirement income plans are overfunded
Cut Capital Requirements in Half
The difference between asset allocation and RAO
How Social Security optimization impacts plan success
Preserve more AUM while improving outcomes

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