EXCLUSIVE DMI WEBINAR

THE ASSET-BASED LTC PLAYBOOK

LIVE TUESDAY | FEBRUARY 24 | NOON ET | đź•’ 60 mins

register now!

Long-term care planning isn’t optional anymore. But “traditional LTC” can stall the conversation fast: pricing concerns, use-it-or-lose-it objections, and paperwork fatigue. 

CareMatters® Annuity changes the flow. 
It’s an asset-based strategy designed to help clients maximize dollars earmarked for care, while protecting what they’ve built for retirement and legacy. 

A planning-first strategy — how to reposition nonqualified dollars into 2x–3x long-term care coverage with cash indemnity flexibility and guaranteed features. 

And the best part is, if they don’t use it, they don’t lose it. 

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

CINDY HORWATH
Regional CareMatters Wholesaler, Nationwide Financial

Passionate and strategic financial sales professional & leader with over 10 years of experience in prospecting, recruiting, consultative selling and leading the coaching and development of high performing sales teams within the annuity, life & long-term care industry. 

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. 

JOSH RHEM
DMI Vice President – Life Sales

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan. 

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!

Built for advisors who want a simpler way to solve LTC planning—without traditional LTC friction. 

What You'll Learn

  • How to position asset-based LTC as a planning move—not a fear-based product pitch
  • The 2x–3x leverage story (and when it fits)
  • Why cash indemnity benefits remove the “bills and receipts” friction
  • How guarantees create predictability in an unpredictable risk category
  • What “simplified underwriting” really means (and how to pre-screen confidently)
  • How to spot the best-fit cases inside your book (and your annuity block)

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