Exclusivity
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Social Security Optimization Program
Partnering with DMI gives you unique opportunities. We want you to take full advantage of everything you can offer clients. That’s why we’re collaborating with The Corporation for Social Security Claiming Strategies. Explore our exclusive partnership with CSSCS to grow your knowledge — and your business. That’s the DMI Advantage.
DMI+CSSCS — STRONGER TOGETHER
Build better retirement plans for 50% less capital, on average
If you’re serious about Financial Planning, and specifically Retirement Income Planning, you’ve got to join us.
Get the DMI Advantage discount by joining now.
Listen to Michael Hoeflich — who has generated $200mm+ AUM in only 6 years
DMI + CSSCS EXCLUSIVE PARTNERSHIP
By special arrangement, you’ll get:
- Exclusive DMI Advantage discount on CSSCS fees
- Certification in Social Security Claiming Strategies
- Access to Social Security experts
- A Lead-Gen prospecting campaign
- Client-approved marketing materials
- Updates + ongoing education like Masterminds Classes, Case Studies, and Sales Ideas
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Potential marketing reimbursements of up to $525 with $150k paid Athene FIA premium*
*Please check with your Broker-Dealer, if applicable.
DMI + csscs PROGRAM BENEFITS
This unique program helps you:
- Build Better, more efficient retirement plans using 50% less capital*
- Take clients from Asset Allocation to Asset OPTIMIZATION
- Use an in-depth retirement planning system
- Master analyzing social security as an asset
- Use annuities surgically combined with Social Security
- Access exclusive calculators including Athene Retirement Organizer (ARO)
why the dmi lead program
The Ideal Solution for DMI Agents
Others
DMI
Guaranteed monthly prospective clients
15+*
Personalized Leads Dashboard
Unique referral link
Call Scripts
Weekly Training Support
Cancel anytime
Join Us
We’re glad you’ve partnered with DMI. To help you, we’ve partnered with CSSCS so you can get certified in Social Security Claiming Strategies. Being able to build better, more fortified retirement plans with 50% less capital (on average) for clients is key to their — and your — financial future.
upfront fee
$524.99
$799.99
- The DMI Advantage discount will automatically be applied at checkout.
- Continue to save with 50% off the renewal fee with the DMI Advantage.
- And don’t forget the offer of potential marketing reimbursements of up to $525 with $150k paid Athene FIA premium*
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.