EXCLUSIVE DMI WEBINAR

The SSI Gap Strategy Top Advisors Don’t Ignore

LIVE WEDNESDAY | MARCH 11 | NOON ET | 🕒 60 mins

register now!

Policy risk is becoming retirement risk. See the data—and the strategy—that keeps plans resilient if Social Security gets trimmed. 

In this exclusive DMI University webinar, David Duley shares data most advisors haven’t seen — and once you do, you can’t unsee it. 

We’ll break down why a 20–25% benefit cut isn’t hypothetical anymore—and how a simple SSI hedge can dramatically change retirement outcomes. 

This isn’t fear-based planning. 
It’s math, timing, and strategy—the kind that separates average advisors from indispensable ones. 

This is the next client conversation. Bring the data. Bring the strategy. Bring the solution. 

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

DAVID DULEY
PlanGap CEO & Founder

David Duley is CEO and Founder of PlanGap, the first company to develop a feature on annuity and life products that pay an enhancement should the government change the rules on Social Security which reduces a clients benefit amount. This gives Advisors and their clients an opportunity to address the broad concerns of Social Security funding and potential shortfalls within the system and a client’s financial plan. 

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!

What You'll Learn

  • The real math behind potential Social Security cuts
  • The SSI blind spot most advisors still overlook
  • A simple strategy top advisors use to protect retirement income from policy risk
  • How to lead the conversation before clients start asking the wrong questions

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