4 Retirement Roadblocks
— 1 Solution

Help clients expect the unexpected. As retirement approaches, help clients prepare for common risks in retirement that may derail their plans:  

  • Offset potential Social Security reductions 
  • Provide for health-related events 
  • Create a source of lifetime income 
  • Leave a greater legacy 

resources

4 Retirement Roadblocks — 1 Solution Webinar

Watch Now

Product Fact Sheet

Flyer (Professional Use)

The PlanGap® Benefit Powerpoint

Powerpoint (Client Facing)

4-in-1 Retirement Benefits Rider

Flyer (Client Facing)

4-in-1 Retirement Benefits Rider

Brochure (Client Facing)

Performance Strategy Ladder

Flyer (Client Facing)

About

DMI, an independent marketing organization, was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and operations.

Learn More

work with us

We handle new business management, underwriting, commissions and contracting for financial advisors. You should focus on your client’s needs instead of spending valuable time on paperwork, dealing with carriers and underwriting.

get contracted
stay up-to-date
Learn about the newest sales strategies, best business practices & innovative products.

Powered by DMI. © ALL RIGHTS RESERVED.
For financial professional use only. This website is not intended for use by the general public.