Retirement Asset optimization

Accelerate Client Dreams

with 50% less capital

TAKE US FOR A TEST DRIVE

Want to see Retirement Asset Optimization in action? Great. With just a few bits of information, we’ll run a complimentary report and get it to you.

So, what clients can we help you with today?

Our unique program helps you:

YOU'LL GET:

By taking risk off the table & creating a floor of guaranteed income, my clients can continue to be more aggressive in their portfolio.

-Robert F., Financial Advisor

READY TO CRUSH IT?

Contact your DMI Representative to get started.

Erick Lindewall,
Vice President of Annuity Sales

Joshua Rhem,
Vice President of Life Sales

Keith Schettino,
Vice President of Life Sales

Tyrell Jensen,
Vice President of Annuity Sales

Phil Ferrara

Phil Ferrara, CLU,
Vice President of Annuity Sales

Declan Donahue,
Business Development Representative

*On Average

Although DMI may promote and or recommend the services offered by these third parties, we do not guarantee the accuracy or quality of their materials or services and accept no responsibility or liability for their services. Financial professionals are ultimately responsible for the use of any materials or services and must be aware of any and all applicable compliance requirements. Additionally, investment advisors are encouraged to seek pre-approval of the use of service and materials from their RIA or BD as applicable.