EXCLUSIVE DMI WEBINAR

TURN IDLE ASSETS INTO LTC PROTECTION

LIVE WEDNESDAY | MAY 06 | NOON ET | 60MIN

$60 Billion Is About to Move. Are You Part of That Decision?

MYGAs are maturing. CDs are rolling. Rainy-day money is sitting at the bank earning next to nothing. Your clients are already asking the same question: “What should I do with this money?”

Most advisors will let it roll. The best ones will reposition it — and solve long-term care at the same time.

This webinar shows you how to turn idle assets into real LTC leverage using IUL. Not new money. Not a new plan. A smarter use of dollars your clients already have.

Why It Matters for Advisors

Your clients fear two things: running out of money and losing it to care costs. Most advisors are already in the room for both conversations — they’re just not running them.

This webinar equips you to:

  • Reposition existing assets
  • Solve LTC without the friction of a standalone product
  • Lead the LTC conversation with clients already in your book
  • Differentiate with a strategy most advisors aren’t bringing to the table

Don’t Let Idle Assets Stay Idle. Don’t Let This Money Roll By.

Featured PresenterS

JT BELL
Vice President, Life Insurance Division | Annexus

JT Bell doesn’t just know advanced case design — he built a business on it.

Before joining Annexus, JT founded and ran Bell & Associates Consulting, a wholesale insurance brokerage focused on affluent large-case placement and advanced tax planning. The firm was acquired by Ash Brokerage in 2019, which later joined Integrity Marketing Group — one of the largest distribution platforms in the industry.

That track record shows up in every conversation. 

STEVE POPPE, CLU® ChFC® AMTC®
National Life Specialist | Annexus

With 30+ years in the business, Steve drives product development & marketing for Annexus’s life portfolio, turning strategy into sales. His job isn’t to push product. It’s to make sure advisors know exactly how to use it. 

A frequent keynote speaker across the financial & insurance industry, Steve brings the kind of clarity that turns a complex strategy into a confident advisor conversation.  

KEITH SCHETTINO
DMI Vice President Life Sales

From Life Agent to Sales Powerhouse. 

Keith has lived the agent’s life: selling policies, handling recruiting, managing operations. He’s walked in your shoes, so he understands what you need to win. 

He partners with licensed agents, financial planners, & RIAs to craft insurance solutions that align with client goals, not just product specs. Keith uses his carrier relationships & agency experience to help you close with confidence. 

Claim Your Seat!

What You'll Learn

  • The biggest untapped opportunity hiding in your book
  • How to turn CDs, MYGAs, and idle cash into LTC leverage
  • Two case designs. Two client fits. One strategy.
  • The questions that change the meeting
  • The exact client profile to go after first

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