Variable Annuity Review Program

It's as easy as saying yes.

Please watch this important video from Jason Lang

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 Jason Lang at 781.919.2368 or jlang@dmi.com. Or fill out the form and we’ll get in touch!

Get Started Today

ICM VA Program - Jason

"Take advantage of this great opportunity. Talk with Jason & get started today." - Drew Marloe​

Understanding Variable Annuity Reviews

Client-focused

Variable Annuity Review

Client-focused

The Annuity Fact Finder

Professional Use

Client Letter for Professional Use in Email or Mail

Client-focused

For financial professional use only. This website is not intended for use by the general public.