EXCLUSIVE DMI WEBINAR

DOUBLE THE PAR RATE. DROP THE ROLLERCOASTER.

LIVE WEDNESDAY | May 20 | NOON ET | 60MIN

Tom Haines Presents the Industry’s Most Innovative S&P 500® Crediting Strategy.

Stop pitching 42-50% par rates, renewals that swing like a rollercoaster, and defending the ride instead of selling the outcome.

Join Tom Haines, Annexus EVP and award-winning index developer, as he breaks down the most innovative S&P 500 crediting strategy the industry has seen in years — and shows you exactly how to position it. 

  • Walk in with 112% par rates 
  • Hold the line on renewal conversations 
  • Match the right index to the right client 
  • Lead with academic credibility 
  • Out-position every advisor still pitching 43%

The new S&P 500® Distance Stabilizer Index delivers participation rates up to 112% — engineered to hold steady at renewal.  

It’s exclusive.  
It’s hedge-fund-engineered.  
And it’s backed by four of finance’s most-cited academic minds. 

Featured PresenterS

TOM HAINES
EVP Capital Markets & Index Solutions | ANNEXUS

Tom doesn’t just talk indices — he builds them. 

Named one of the Most Influential Leaders Under 40 by the Insured Retirement Institute, he’s helped develop some of the top-performing indices in the FIA industry, including the award-winning NYSE Zebra Edge Index. He owns the index review and implementation process at Annexus, plus the carrier, investment bank, and academic partnerships behind every product.

Widely published. Widely cited. The voice in the room when the conversation gets technical. 

ERICK LINDEWALL
Vice President Annuity Sales | DMI

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. 

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What You'll Learn

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