Retirement Asset optimization
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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?
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
No pushy sales pitch. Contact our Annuity Sales Team to see if this system fits your practice.
- $2M+ cases closed with the software
- Seminar model that pays you back 30:1
- Full DMI support, training, and targeting included
RAO is a proprietary planning methodology of the Corporation for Social Security Claiming Strategies. Not affiliated with the Social Security Administration. For financial professional use only.
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. Click here for full disclosure.