We know annuities are sometimes a set-it-and-forget-it mentality. But on behalf of your client, you have a fiduciary responsibility to re-visit all those old variable annuities that you have sold.
DMI’s Annuity Review program makes it easy for you. ICM has your historical data and DMI has all the structure, sales support and marketing materials to support you and your clients.
Check out these materials and contact Erick Lindewall at 781.919.2351 or ELindewall@dmi.com. Or fill out the form and we’ll get in touch!
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