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
NEW AGENTS ONLY: Get contracted with DMI & close $100,000 of FIA business within 90 days for a full, one-time reimbursement of $495 fees.
Ready to crush it?
Contact your DMI Representative to get started.
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.