EXCLUSIVE DMI WEBINAR

LTC DISCOVERY: From Discussion to Design

RETIREMENT ASSET OPTIMIZATION

LIVE WEDNESDAY | NOON ET | DECEMBER 10 | 60 mins

Stop opening with, “Do you have long-term care insurance?” Top advisors start with real life — mind, body, and support. From there, they map client stories into clear benefit designs, funding paths, and documentation that stands up to scrutiny.

In this fast-paced, advisor-focused session, we’ll show you how to turn everyday client conversations into clean, compliant LTC recommendations.

We’ll break down:

Discovery that opens doors – Questions that surface LTC realities
Turn client concerns into clear design choices.
Funding the plan – Qualified rollovers, NQ assets, or joint coverage.
Live case build – Watch the process, soup to nuts.

Help your clients get clarity. Help yourself deliver value.

Whether you’re working with pre-retirees juggling competing priorities or HNW clients planning tax-efficient LTC strategies, this session will sharpen your approach and give you tools you can use immediately.

Featured Presenters

Mike Johnson
AIN Director of Member Services

With over a decade in the insurance and financial industries, Mike has served as an internal wholesaler helping financial advisors enhance and protect clients’ wealth with Life Insurance and Asset-Based Long-Term Care. Additionally, he’s gained valuable knowledge in innovative financial solutions in the fintech industry. These days, Mike is excited to serve as the Director of Member Services / ABLTC at Advantage Insurance Network, bringing extensive expertise to support the network’s advisors and clients.

JOSH RHEM
DMI Vice President – Life Sales

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan.

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!

Don’t miss your chance to help clients expect the unexpected.

What You'll Learn

Use a mind / body / support framework to pinpoint LTC risks fast.
Turn client language into clear design choices (inflation, benefit style, amount/duration).
Pick smart funding paths—qualified, NQ, joint, or self-funding guardrails.
Watch a live LTC case build from discovery to recommendation.
Know exactly when to loop in DMI’s LTC desk for a 15-minute case huddle.

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