EXCLUSIVE DMI WEBINAR

SEQUENCE OF RETURNS RISK: Timing is Everything

LIVE TUESDAY | JAN 21 | NOON ET | 🕒 60 mins

register now!

Withdrawing money from an underperforming portfolio wreaks havoc on a retirement. 

With 61% of Americans more afraid of running out of money than death, your clients near or at retirement need to consider incorporating risk mitigation strategies into their retirement income plan. 

Join us and help clients incorporate long-term strategies to address sequence of returns risk to their retirement portfolio and avoid locking in underperformance. 

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

Featured Presenter

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. 

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

  • Easily explain Sequence of Returns Risk to clients
  • How the rate of withdrawal + the sequence of returns risk can impact a portfolio's ability to last through retirement
  • Show — quantitatively — the risk of a dream retirement running out of money
  • Ways to shield your client’s portfolio against the consequences of a bear market
  • Solutions using an array of powerful resources available through the DMI Advantage

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