EXCLUSIVE DMI WEBINAR

HIDDEN OPPORTUNITIES IN OLD LIFE POLICIES

LIVE WEDNESDAY | APRIL 08 | NOON ET | 60 mins

Turn dusty life policies into live opportunities.

Most life policies get put in force… and never looked at again.

That’s a miss.

Because old policies can hide risk, inefficiency, missed value, and fresh planning opportunities your clients never saw coming.

In this webinar your learn why Life Policy Reviews deserve a bigger place in your client conversations, how to bring them up without sounding transactional, and what kinds of opportunities a real review can uncover.

Then we’ll show you what happens when a policy no longer fits, and why a policy valuation may open the door to a better outcome than surrendering or letting it lapse.

Smarter conversations. Better client service. More ways to uncover value.

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

STUART LITTLE
National Sales Director | Abacus Life, Inc.

Stuart Little helps financial professionals uncover hidden value in life insurance policies that may no longer fit a client’s needs. As National Sales Director at Abacus Life, he works closely with financial advisors, insurance agencies, and estate attorneys to integrate life settlements into broader planning strategies.

KEITH SCHETTINO
DMI Vice President Life Sales

From Life Agent to Life Sales Powerhouse.

Keith has lived the agent’s life: selling policies, handling recruiting, managing operations. He’s walked in your shoes—so he understands what you actually need to win.

He partners with licensed advisors, financial planners, and RIAs to craft life insurance solutions that align with client goals, not just product specs. Keith uses his carrier relationships and agency experience to help you close with confidence.

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 aging policies can hide risk or opportunity
Why old assumptions break over time
How to lead better policy review conversations
What to do when a policy no longer fits
How valuations can open one more path

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