Our Mentor, a 33 year industry veteran and an MDRT Top of the Table member, will share his expertise on how to break into the Premium Finance arena with you. He will show you how to use your valuable professional connections to capture your share of this fast growing and lucrative market. With a $250,000 average commission per case his unique program and process puts the advisor and client first, ensuring a streamlined sale. He will also show you how to connect the correct bank and insurance product to fit each individual program and structure them for long term success.

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Our Mentor owns a successful agency with a seven-figure life insurance premium production and an eight figure annuity premium production. Whether you are an independent producer or a captive agent, let us show you how putting your clients’ needs first will easily triple your production.

• Learn which products and concepts generate six-figure cases
• Get the application signed on the first appointment, every time
• Utilize 3rd party experts to increase credibility and win trust
• Triple your production using your EXISTING client base
• Learn why the current economy is great for our industry

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Our Mentor entered the retirement services business in 1998 after a career in an unrelated field. After relocating without a client base, a warm market, or any centers of influence, he started completely cold. His focus was on building a marketable system-driven business instead of just a personality-driven job. In the process, he developed simple, time-efficient, cost-efficient, and easy-to-implement marketing and prospecting systems that resulted in a steady stream of qualified prospects who ask him to call them. Using these proprietary systems, he was able to break the $500,000 per year commission barrier in his third year, and the $1,000,000 per year commission barrier in his 8th year.

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Qualified DMI advisors will be introduced to a Practice Consultant who will help you organize, prioritize, and leverage off of industry best practices for increased success of your business. You may benefit from proven techniques for new client and asset acquisition and systems that increase productivity of advisor practices similar to yours. Your Practice Consultant is a sounding board who will help clarify objectives and develop initiatives that are realistic and relevant to your practice. Of great importance is the accountability system which helps ensure the implementation of initiatives. You will be held accountable for the increased success and effectiveness of your practice. You and your Practice Consultant will establish an annual plan, quarterly face to face meetings and conduct bi-weekly calls. You can expect candor, confidentiality, and objectivity.

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Many of our advisors have developed strategic partnerships with CPAs but few have the necessary tools to properly identify the CPA’s clients who are in need of retirement planning and wealth protection. DMI offers a turn-key approach to successfully build a wealth management business by mining a CPA’s database for clients who need the services of a financial advisor. Call DMI today to learn more about this extraordinary opportunity to grow your business.

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An expert in the ever-changing field of Medicaid regulations, our mentor specializes in MA nursing home Medicaid spend down planning.  Since 1992, his firm has helped more than 1500 clients and their families preserve their assets, in both pre-planning and crisis planning situations.  This is a unique opportunity for you to leverage the skills and expertise that he possesses, to bring value to your current clients and their families.

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