My Back office
BOOK A STRATEGY CALL

Old Policy. New Reality.

Turn life policy reviews into new revenue.

Find hidden value, better options, and smarter outcomes—without chasing new leads. We’ll show you how to uncover the math, make the case, and move clients into smarter options—without the guesswork.
DOWNLOAD YOUR LIFE REVIEW TOOLKIT
WHAT'S THE POLICY WORTH?

WHAT A LIFE REVIEW UNCOVERS

The stuff clients don’t see (until it costs them).

A proper review can show whether your client is:

  • Missing key living benefits they can use today (cash value access, chronic illness/LTC riders, income angles)
  • Overpaying—or underinsured for what they actually need
  • On track to lapse based on current performance and funding
  • Carrying a death benefit that no longer matches their family, business, or estate goals
BOOK A STRATEGY MEETING

RIGHT NOW IS PRIME TIME

Policy reviews get triggered by real life

Higher-rate economics change the math behind policies

Carrier updates happen fast

(pricing, features, riders, underwriting) and yesterday’s “best” can become today’s “meh”

Term and legacy policies are aging into decision points

(level periods ending, funding assumptions, life events)

Clients are more performance-aware than ever

(and they’re asking tougher questions)

GET YOUR ANNUITY REVIEW TOOLKIT

The Easiest Way to Look Like a Genius.

You bring the relationship. We bring the process.

A comprehensive review isn’t difficult—it just needs a system.

It’s the easiest way to look like a genius:
1

Policy Identification & Selection

Identify a client policy to review

2

In-Force Authorization Completion

Complete the one-page in-force authorization

3

Policy Illustration Analysis

We work on illustrations

4

Performance Review & Strategic Options Discussion

Reviews performance + options with you

5

Client Strategy Meeting & Action Plan

Meet your client with clarity: what’s working, what’s not, what to do next

Sometimes the best move is… no move.
A good review can confirm the current policy is still the best fit. That’s just credibility.
Book Your 15-Minute Strategy Call

This Isn’t Hype. It’s Happening Every Week.

“Pulled the in-force on an old UL and found a lapse issue the client never saw coming. We fixed it—and I kept the relationship.”
“I turned one term review into a conversion and a second policy for the spouse. Same client. Same meeting.”
“I send policies to DMI before I meet the client. I walk in prepared, and it changes the whole conversation.”
Urgency kicker:
Policies are aging. Shelves are changing. Clients are asking more questions.
Run reviews now before you miss the moment.

DMI MAKES LIFE (REVIEWS) EASY

Contact a DMI Life Team member today.

Keith Schettino
Vice President – Life Sales

Call 800.322.6342 for more information.

© All rights reserved

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