EXCLUSIVE WEBINAR SERIES

UNLEASH PORTFOLIOS with Online Estate Plans

LIVE WEDNESDAYS | NOON ET | 9/13 + 9/20 + 10/4 + 10/11 | 60MIN

Did you know you could offer your clients Estate Planning online?

Thanks to cutting-edge, proprietary software you can provide comprehensive attorney-drafted estate plans for far less cost. Not to mention, add a new income stream to your practice and differentiate yourself from the competition. 

*Note this is a LIVE 4-Part Webinar Series. Attendance to all 4 is encouraged.  

If you cannot make a session, the recording will be sent to you. 

The DMI Advantage:

  • Simplifying Onboarding
  • Delivering Partner Discounts
  • Offering Potential Reimbursements

Featured Presenter

Frank Divers, Visionary Business Owner, Mentor, High Level Consultant and Expert Strategic Planner 

This Webinar Series features a National Subject Matter Expert on the “hottest topic” in the country for insurance and financial professionals. His cloud-based technology company enables estate planning in a convenient and affordable manner nationwide. Software and training is made available to the financial services industry as a value-added product for clients and prospects.

Claim Your Seat!

Don’t miss your chance to learn our industry’s best-kept secret and get your questions answered. 

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What You'll Learn

9/13 — THE SALES PROCESS

  • • The sales process step-by-step: Identifying, qualifying, and presenting to an Estate Planning prospect, including your current clients and leads.

9/20 — THE DETAILS

  • • Enrollment, onboarding, and completing the interview.
  • • Generating documents, DeedWerx, and signing celebration.

10/4 — FUNDING THE TRUST

  • • We’ll do a detailed walkthrough. (This is where you uncover gold.)

10/11 — REFERRALS, REVIEWS, & REIMBURSEMENTS

  • • Generate more referrals and grow your sales.
  • • The DMI Advantage, including marketing tips & possible reimbursement opportunities