EXCLUSIVE DMI WEBINAR

SEQUENCE OF RETURNS RISK: Timing is Everything

LIVE TUESDAY | JANUARY 21 | NOON ET | 60 mins

Sequence of Returns Risk isn’t a theory — it’s one of the most dangerous and misunderstood retirement challenges. One bad stretch early in retirement can quietly collapse a lifetime of savings… and most clients have no idea.

Advisors who can explain it clearly earn trust.
Advisors who can solve it reshape retirements.

WHY FINANCIAL PROFESSIONALS NEED THIS NOW

Clients fear running out of money more than anything else.
This webinar equips you to:

Strengthen client confidence
Lead retirement planning conversations with authority
Offer protection strategies that reinforce long-term stability
Turn risk education into new planning and sales opportunities

🚀All attendees will receive client-approved, customizable marketing material 🚀

Featured Presenter

ERICK LINDEWALL
DMI Vice President - Annuity Sales

Erick Lindewall brings 35 years of industry grit and insight to every conversation — and helps advisors do the same. He’s not here to push products. He’s here to engineer results.
Before joining DMI, Erick spent over 25 years as an External Variable Annuity Wholesaler — and cut his teeth as a financial advisor and sales manager before that. He’s worked across every major distribution channel. What does that mean for you? He knows what it’s like to be in your seat.

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!

Turn a complex risk into a simple, powerful client conversation.

What You'll Learn

Easily explain Sequence of Returns Risk
Show why timing matters more than averages when poor early returns + withdrawals combine
Use charts to make the risk real — and easy for clients to understand
Position risk-mitigation strategies that protect income and safeguard retirement longevity
Help clients avoid locking in losses during bear markets or volatile cycles

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