Exclusivity
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Already partners with DMI? Go to My Back Office for your exclusive offer!
DON’T LEAVE LEADS TO chance
Get at least 15+ exclusive leads per month* guaranteed
Talk to more prospective clients in your area with the DMI Advantage & our relationship with a top provider.
*Offer includes 5 DMI Advantage Bonus Leads for the first 3 months.
DMI EXCLUSIVE partnership
By special arrangement, you will receive:
- At least 15 exclusive, QUALIFIED, leads per month in your area*
- The DMI Advantage lead cost is $30 per lead discounted from $45, after a one-time set-up fee.
- Exclusive live weekly coaching
- Personalized Leads Dashboard with sales scripts, training webinars, and more
- Ask about potential marketing reimbursements of up to $200 per $100k paid FIA premium for lead costs.
your next clients
The Average
Qualified Lead
All prospects complete a 30-40 point survey with key financial details, and you get the answers.
- Age and income
- Investable assets
- Located within your state
- Social media user
- Approved cell number for text messaging
- EXCLUSIVELY assigned to you
- 85% with a major retirement planning need or gap
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
No-Contract, Transparent Pricing
All plans include training, support, and best practices to have effective first interactions and turn your leads into appointments. Best of all, you’re not locked into a contract. Your longevity with this program is entirely your choice.
Money-back guarantee on new accounts for up to 72 hours to explore training and software. No households will be assigned during the exploratory period.
Ask about potential marketing reimbursements of up to $200 per $100k paid FIA premium for set-up fees and lead costs on any green, gold, or platinum package.
*Pricing includes 5 DMI Advantage Bonus Leads for the first 3 months.
Green
$449 USD/month
$949 USD/mo.
+ $199 one-time set-up fee
+ $199 one-time set-up fee
-
10 Leads plus 5 bonus DMI Advantage Leads
-
Monthly camera-on small groups
-
Exclusive sales coaching
-
Facilitated peer support
-
$500 discount for assisting 10 households/mo
*RECOMMENDED PACKAGE*
DMI Advantage Lead Cost is $30 discounted from $45 per lead, after initial setup fee."
DMI Advantage Lead Cost is $30 discounted from $45 per lead, after initial setup fee."
recommended*
gold
$1,099 USD/month
$2,349 USD/mo.
+ $199 one-time set-up fee
+ $199 one-time set-up fee
-
25 Leads plus 5 bonus DMI Advantage Leads
-
Monthly camera-on small groups
-
Exclusive sales coaching
-
Facilitated peer support
-
$1250 discount for assisting 25 households/mo
platinum
$2,199 USD/month
$4,699 USD/mo.
+ $199 one-time set-up fee
+ $199 one-time set-up fee
-
50 Leads plus 5 bonus DMI Advantage Leads
-
Monthly camera-on small groups
-
Exclusive sales coaching
-
Facilitated peer support
-
$2500 discount for assisting 50 households/mo