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:
- Build stronger retirement income plans using 50% less capital
- Keep more AUM for a longer period
- Let math drive the best solutions
- Switch clients into an income mindset
- Incorporate social security like a pension asset
YOU'LL GET:
- Certification
- Access to essential calculators like the Retirement Asset Optimizer
- Client-approved marketing materials
- Whitepapers & sales ideas
- Continuing education with quarterly DMI Masterminds Classes
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
*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.