Bonus DMI Advantage Leads over first 3 months
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Already partners with DMI? Go to My Back Office for your exclusive offer!
*Our exclusive plan is $549 per month and guarantees you 135 qualified leads in your first year.
DON’T LEAVE LEADS TO chance
Get at least 10+ exclusive leads per month guaranteed
Plus +15 additional leads over your first 3 months.
Talk to more prospective clients in your area with the DMI Advantage & our relationship with a top provider.
DMI EXCLUSIVE partnership
By special arrangement, you will receive:
- At least 10 exclusive, QUALIFIED, leads per month in your area
- +15 additional exclusive leads over your first 3 months
- 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 financial survey and you get the answers.
- Age and income
- Investable assets
- Located within your state
- Social media user
- Validated phone numbers
- 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 quality leads
10+
Exclusivity
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 package.
Green
$549 USD/month
+ $199 one-time set-up fee
+ $199 one-time set-up fee
-
10 Exclusive Base Leads/mo
-
5 Bonus DMI Advantage Leads/mo for first 3 mo
-
10% Booked Call Guarantee
-
Monthly camera-on small groups
-
Exclusive sales coaching
-
Facilitated peer support
*DMI EXCLUSIVE*
This plan is only offered though DMI. DMI Advantage Lead Cost is $30 discounted from $45 per lead, after initial setup fee.
This plan is only offered though DMI. DMI Advantage Lead Cost is $30 discounted from $45 per lead, after initial setup fee.
dmi exclusive
gold
$1,198 USD/month
$2,448 USD/mo.
+ $199 one-time set-up fee
+ $199 one-time set-up fee
-
25 Exclusive Base Leads/mo
-
5 Bonus DMI Advantage Leads/mo for first 3 mo
-
10% Booked Call Guarantee
-
Monthly camera-on small groups
-
Exclusive sales coaching
-
Facilitated peer support
-
$1250 discount for assisting 25 households/mo
platinum
$2,298 USD/month
$4,798 USD/mo.
+ $199 one-time set-up fee
+ $199 one-time set-up fee
-
50 Exclusive Base Leads/mo
-
5 Bonus DMI Advantage Leads/mo for first 3 mo
-
10% Booked Call Guarantee
-
Monthly camera-on small groups
-
Exclusive sales coaching
-
Facilitated peer support
-
$2500 discount for assisting 50 households/mo
Beast mode
$8,895 USD/month
$18,895 USD/mo.
+ $199 one-time set-up fee
+ $199 one-time set-up fee
-
200 Exclusive Bast Leads
-
5 Bonus DMI Advantage Leads
-
10% Booked Call Guarantee
-
Monthly camera-on small groups
-
Monthly 1:1 Coaching with CEO of Leads Program
-
Exclusive sales coaching
-
Facilitated peer support
-
$10,000 discount for assisting 200 households/mo