EXCLUSIVE DMI WEBINAR

ESTATE PLANNING OPPORTUNITIES
ADVISORS MISS

LIVE WEDNESDAY | MARCH 25 | NOON ET | 🕒 60 mins

register now!

Why Estate Planning Drives Retention, Revenue, and Book Value 

Most advisors know estate planning matters. Few have a practical way to bring it into the conversation. 

This webinar changes that. 

Learn how to bring estate planning into the client conversation without legal risk, admin drag, or another process to manage. 

Stronger relationships. Better retention. More planning opportunities. Less mess. 

Who it’s For 

Financial professionals who: 

  • want a cleaner way to talk about estate planning 
  • do not want legal risk or extra admin
  • are frustrated by messy referrals and lost follow-through
  • want to protect relationships through wealth transfer
  • want to turn estate planning into a real planning opportunity 

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

KATIE NOLES
Managing Owner, Advisors EP LLC
Master Certified Estate Planner

Katie Noles, MCEPŽ, is the Founder of Advisors Estate Planning (AEP), & a former financial professional. Katie has authored or ghostwritten 200+ estate planning articles and built educational tools used by advisor technology platforms. Through AEP, she helps advisors offer estate planning services without taking on unnecessary risk or technical burden. 

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!

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

What You'll Learn

  • Where advisors miss opportunities
  • How to avoid legal risk
  • How to reduce admin drag
  • How to improve retention
  • How to support generational planning
  • How to uncover new opportunities

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