Offer Online Estate Plans
to Your Clients

Infusing estate planning into the foundation of retirement income strategies for clients can deliver much more value than advice alone. Your role as the advisor isn’t to be the legal expert, but to see all of your client’s assets in one place, identify potential opportunities, and know if there’s an issue or problem that needs to be solved.

“In the next 10 years, advisers will gradually shed their role as investment managers and become more like integrated life/wealth coaches.”
– McKinsey & Company On the cusp of change: North American wealth management in 2030

Webinar Series

(previously recorded)

1. THE SALES PROCESS

The sales process step-by-step: Identifying, qualifying, and presenting to an Estate Planning prospect, including your current clients and leads.

2. THE DETAILS

  • Enrollment, onboarding, and completing the interview.
  • Generating documents, DeedWerx, and signing celebration.

3. FUNDING THE TRUST

We’ll do a detailed walkthrough. (This is where you uncover gold.)

4. REFERRALS, REVIEWS, REIMBURSEMENTS

  • Generate more referrals and grow your sales.
  • The DMI Advantage, including marketing tips & possible reimbursement opportunities

Ready to crush it?

Contact your DMI Representative to get started.

Erick Lindewall,
VP of Annuity Sales

Joshua Rhem,
VP of Life Sales

Keith Schettino,
VP of Life Sales

Tyrell Jensen,
VP of Annuity Sales

Phil Ferrara, CLU,
VP of Annuity Sales

Phil Ferrara

Or Call (800) 322-6342

From the DMI Blog

As financial professionals, we understand the significance of offering comprehensive retirement planning solutions to our clients. A holistic approach ensures that their financial future is secure and well-structured. One vital component that often gets overlooked is estate planning.

Read more

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.