EXCLUSIVE DMI WEBINAR

INSIDER STRATEGIES: Revolutionize Retirement Income

RETIREMENT ASSET OPTIMIZATION

LIVE THURSDAY | NOON ET | MARCH 20 | đź•’ 60 mins

register now!

Real Advisors, Real Results

Join this exclusive one-hour live webinar to see how two top investment advisors
are transforming retirement income planning with game-changing strategies.

  • Unlock Insider Strategies. Proven methods to attract prospects, engage clients, and boost retention.
  • Craft High-Impact Retirement Plans. Step-by-step insights to build optimized, personalized strategies.
  • Maximize Outcomes with RAO Software. Design retirement plans that require 50% less capital, improving client results and business efficiency.
  • Learn from Real Success Stories. Actionable insights from advisors who’ve grown their practice and significantly increased AUM.
  • Live Q&A Session. Bring your toughest questions—get direct answers and expert guidance.

BONUS FOR LIVE ATTENDEES!

20 people get a FREE copy of  Beyond Break Even—the best-selling book on revenue optimization.

“This 21 st Century Strategy of retirement income planning makes you the hero.”

Featured Presenters

Michael Hoeflich, MBA, CSSCS®, CLTC®

A dedicated Sr. VP of Wealth Management at The Financial Guys, LLC in Williamsville, Michael “Mike” Hoeflich combines his unwavering passion for financial education and Sr. VP of Wealth Management to guide clients towards their financial aspirations. His philosophy rests on education and a thorough, considerate approach, ensuring clients not only achieve financial security but also gain peace of mind.

Russ Gaiser III, MBA, CFP®, CSSCS®

As a CERTIFIED FINANCIAL PLANNER™ and Certified Social Security Claiming Strategist, Russ offers a nuanced understanding of the multifaceted landscape of retirement planning. Russ’s credentials don’t stop there – as a Dave Ramsey trained Master Financial Coach, he empowers clients to overcome debt, save judiciously, and build lasting wealth.

ERICK LINDEWALL, DMI
Vice President – Annuity Sales

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.

ERICK LINDEWALL, DMI
Vice President – Annuity Sales

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.

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

  • Proven Prospect Engagement
  • The Winning Planning Process
  • Integrating Expertise with Innovation
  • Actionable Business Growth Tactics