(800) 322-6342 | marketing@dmi.com
Exclusive DMI Webinar Series · Three Sessions, One Registration
Money in Motion
Find it. Match it. Move it.
Roughly $60 billion in annuity contracts come due this year. Three Wednesdays to find the money already sitting in your book — and get it issued before December 31.
PART 1
Aug 26
The Rollover Wave
PART 2
Sept 9
Right Chassis, Right Client
PART 3
Sept 16
From Yes to Issued
All three Wednesdays at 12:00 PM ET · 30–45 minutes including live Q&A · Hosted by DMI’s Annuity VPs
Claim Your Seat!
Free for financial professionals. About 30 seconds.
One registration covers all three sessions. Miss one and the replay comes to you.
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Ninety seconds
What this series actually is.
Sixty billion dollars in fixed annuities is coming due, and a piece of it is sitting in your book right now.
Here’s what the three sessions cover, what you walk away with, and how to show up.
Glen Setchfield
Vice President, Marketing · DMI
Why Now
The only question is who brings it to them.
Our industry is efficient. That cuts both ways.
If something out there does the job better than the annuity your client already owns, that information reaches them. Not maybe — eventually. Information moves to clients faster now than it ever has.
And whoever brings it doesn’t stop at the annuity. They review the assets under management. They ask about the life insurance. They get introduced to the parents, and the kids.
You manage $2 million of their money. You haven’t looked at their $800,000 annuity in six years.
Both accounts belong to the same client. Only one of them has somebody watching it. This isn’t a lead problem — these are your clients, and the data is already in your CRM.
By the numbers
$60B
In annuity contracts coming due this year, across every product type. Some percentage of it is in your book.
45%
Of total annuity sales now come from indexed products — up from 24% a decade ago.
106
Days left in the year when the series ends. A full quarter to run the playbook.
Sources: LIMRA U.S. Individual Annuity Sales Survey; industry maturity estimates. Figures are directional and subject to revision.
The three sessions
One book of business, start to finish.
Each session picks up exactly where the last one left off. Same clients, same list, three weeks.
Find it
The Rollover Wave
Build the maturity calendar
No carrier, no product slides. We build a maturity calendar live from a real book — every annuity contract written 2023 or earlier — tier it by dollar and by date, and walk the three calls that follow.
A dated call list and three scripts.
Match it
Right Chassis, Right Client
Pick the right contract
MYGA, FIA, RILA, income — matched to client profile, horizon and risk posture instead of habit. A decision tree, not a product parade, with live cases worked on air.
A one-page chassis matching grid.
Move it
From Yes to Issued
Get the case placed
Your client already said yes and the case is still in suspense. Trial-closing the review, 1035 timing, transfer lead times, the NIGO mistakes that cost two weeks, and the carrier cutoff dates that decide what counts as 2026 business.
A dated submission checklist and cutoff calendar.
Two weeks to build the list.
One week to move on it.
The gaps are deliberate. Building a maturity calendar from a few hundred contracts is real work, so Part 1 gets two weeks. By Part 2 you’re executing against a list rather than building one — so the last week comes fast, on purpose.
What you'll learn
Practice strategy, not a product pitch.
Part 1 has no carrier partner at all. Part 3 features DMI’s own new-business team. This series is about your process, not anyone’s product sheet.
- Build the maturity calendar. Pull maturity and surrender dates for every annuity contract you wrote in 2023 or earlier — every product type — without new software.
- Tier the list. Which contracts to work first by dollar and by date — and which can wait.
- Match the chassis. When a MYGA is right, when a RILA is, and how to present two options without confusing the client.
- Close the review. Trial closes, the 1035 conversation, and handling "let me think about it" without pressure.
- Beat the cutoff. What has to be in-house by which date to count as 2026 business — and the paperwork mistakes that cost two weeks.
Your hosts
Three Annuity VPs. One continuous case.
Each session is led by a different member of DMI’s annuity leadership team, working the same case from find to issued. Any one of them can take your own cases the same distance — the sessions divide the story, not the relationship.
Bring your book. We'll build the list live.
Three Wednesdays at noon ET, starting August 26. Attend all three and the full playbook plus a one-on-one desk strategy session are yours — with whichever DMI VP you already work with, or one we assign you.
Claim Your Seat