EXCLUSIVE DMI WEBINAR

ROTH BLUEPRINT REVEALED

LIVE WEDNESDAY | AUGUST 06 | NOON ET | 60 mins

HELP CLIENTS AVOID TAX TIME BOMBS.

Close bigger. Convert smarter. Discover a proven system top-performing advisors are using to turn steakhouse dinners into $2M+ Roth annuity cases—without chasing unqualified leads or pitching products.

This isn’t a seminar gimmick. It’s not a ‘how-to-host-a-nicer-dinner’ workshop. This is a proven, advisor-built system that combines high-trust events with Roth-focused software that closes HNW cases at point of sale.

This is the Roth Blueprint—a 4-step plan to simplify large ticket Roth conversions. By the end of this session, you’ll know exactly why top-performing advisors are using it to close smarter, convert faster, and scale bigger.

📺 Watch the CNBC feature here

Featured Presenter

STEVE HUTCHINSON
NATIONAL ROTH CONVERSION SPECIALIST

Steve is the CEO and co-founder of AnnuityScore, where he’s redefining how financial advisors evaluate and deliver annuity value in a digital-first world. His mission is to help thousands of advisors unlock hidden value for themselves and their clients through smarter, tech-enabled strategies like the Roth Blueprint.

TYRELL JENSEN
DMI VICE PRESIDENT – ANNUITY SALES

Tyrell Jensen has almost two decades of experience in annuity and life insurance sales, marketing, recruiting and business development. His work has focused on annuities, life insurance, and Long Term Care and how these products can be used to form a holistic plan for seniors in retirement.

Claim Your Seat!

Don’t miss your chance to help clients expect the unexpected.

What You'll Learn

How to attract high-net-worth clients using a seminar strategy that actually works
The software that closes Roth conversions in the meeting—visually, clearly, fast
Why advisors are seeing 30:1 ROI with this system (real case studies, real numbers)
How DMI helps you plug in with full support, scripting, and compliance-aligned tools

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