(888) 673-9499 | riafiduciarysolutions.com
A DMI University Special Briefing · For RIA Use Only
Old annuities. New advisory fees. The book you're not billing on — yet.
A held-away annuity nobody’s reviewed in years. A client who swears they’re “all set.” See what RIAs are surfacing inside their own books — and the desk that helps them turn it into recurring fee revenue while they stay the planner of record.
LIVE WEDNESDAY | JULY 08 | NOON ET | 60MIN
BEHIND THE STRATEGY
The Desk: RIA Fiduciary Solutions. An outside insurance desk built only for RIAs. More than 35 years of DMI experience inside annuity and life products — now pointed entirely at the fiduciary channel. You stay the fiduciary of record. We execute under our license, or integrate with yours if you’re already appointed.
The Engine: DMI University. This isn’t only a service desk — it’s an enablement program. CE-eligible sessions for CFP® professionals, advisory case design, product-comparison tools, and client-ready materials your compliance team can stand behind.
We never sit in your chair. We stand behind it.
FIND IT. KEEP IT. BILL IT.
Every advisor has a client who swears they’re “all set.” Their old annuity says otherwise. This hour shows you how to find out — and what happens when you do.
01 FIND IT — the annuities hiding in your own book.
A complimentary advisory review surfaces aging variable and indexed contracts — the fees, riders, surrender schedules, and guarantees no one has been watching. Value sitting in plain sight, outside your fee schedule.
02 KEEP IT — you stay the fiduciary, start to finish.
We design the case with you and execute under our license, or integrate with yours. We never market to your client and never compete for your book. Your client stays your client, and you remain the planner of record throughout.
03 BILL IT — repositioned assets become recurring revenue.
When held-away or commission annuity assets move into your advisory model, they can become billable AUM — recurring fees on assets you may not be capturing today.
$40,000,000 × 1% advisory fee = $400,000 / yr
Hypothetical illustration. For illustration only — not a projection, estimate, or guarantee of revenue. Actual results vary by firm, fee schedule, assets, and product.
WHO IT’S FOR
RIAs and fee-based advisors who want insurance expertise without the commission baggage:
- Pure RIAs without an insurance license who want clean advisory annuity access
- Hybrid, dual-licensed RIAs seeking integrated advisory solutions
- Insurance-focused RIAs moving from commission products to fee-based models
- Advisors sitting on held-away or legacy annuity assets they aren’t billing on
- Firms adding downside-protection and income options without becoming an insurance shop
Featured PresenterS
Claim Your Seat!
Sixty minutes with the team behind RIA Fiduciary Solutions. Walk out knowing how much of your own book you’re leaving on the table — and exactly how to capture it.
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What You'll Learn
- How to spot held-away and legacy annuity assets sitting unbilled in your current book
- The keep-vs-modernize review — and how every recommendation gets documented for your file
- How unlicensed RIAs access advisory annuities — we execute under our license, you stay the advisor
- The advisory-class shelf — MYGA, fixed-indexed, RILA, variable, and VUL — built for fee transparency
- How repositioned assets can become recurring advisory revenue (hypothetical illustration)
Sixty minutes. One question: how much of your own book are you leaving on the table?
Spend an hour with us and you'll never hear a client say "we're all set" the same way again.
Register and you're eligible for a complimentary advisory review of a held-away or legacy annuity in your book — we'll show you what's hiding in plain sight.
Claim Your Seat