EXCLUSIVE DMI WEBINAR

DON'T LET RMDS HOLD BACK CLIENT WEALTH

LIVE WEDNESDAY | MAY 1 | NOON ET | 60MIN

Got clients with managed money? Great.

We’ve got a breakthrough sales concept that will help take care of RMDs with a significant tax strategy, as well as allow clients to maintain a more aggressive portfolio.

We’ll show you a solution that can shrink the amount of RMDs coming out of AUM, minimize the impact of Sequence of Returns Risk, AND create a floor of guaranteed income clients can’t outlive.

Featured PresenterS

MITCHELL R. ANDERSON, CLU®, CSSCS®, RICP®
SENIOR VICE PRESIDENT - RELATIONSHIP MANAGER, ATHENE USA

An accomplished and highly skilled senior executive with more than 35 years of financial services experience. Mitch is a true leader, driven by results focused on growth and profitability. Prior to his current role, Mitch served as the Chief Marketing Officer & National Sales Manager responsible for sales, distribution, and product development at Presidential Life.

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 solve for RMDs while preserving AUM over a longer period.

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