Offer Comprehensive Estate Plans to Your Clients
Over 50% of the population doesn’t have a will and roughly 80% of the population that should have a revocable living trust don’t.
This is your opportunity to fill that need & grow your business at the same time with America’s best comprehensive online Estate Planning software.
- Get More Clients
- Get More Referrals
- Uncover All Client Assets
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.
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.