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BOOK A STRATEGY CALL

Old Contracts. New Money. Zero Excuses.

Turn annuity dust into dollars—because outdated income strategies won’t cut it in today’s market.

You’re sitting on a goldmine of underperforming annuities. We’ll show you how to uncover the math, make the case, and move clients into smarter options—without the guesswork.
DOWNLOAD YOUR ANNUITY REVIEW TOOLKIT

You’d Never Keep a High-Rate Mortgage. Why do it with an Annuity?

When interest rates shift, smart homeowners refinance.

The same logic applies to annuities — yet too many clients are stuck in outdated, underperforming contracts.

Here’s the reality: 40–50% of the contracts we review show a clear mathematical advantage to making a move.

Today’s annuities offer:
  • Bigger bonuses
  • Smarter income riders
  • Better caps
  • Stronger guarantees

It’s time to revisit the “set-it-and-forget-it” strategy.
BOOK A STRATEGY MEETING

Sell the Math, Not the Maybe.

Everything you need to run smart, persuasive annuity reviews.

Annuity Review Checklist

Ask smarter questions. Uncover hidden costs.

Fact Finder

Streamline discovery and position the next move.

Real Case Studies

See the income boost and fee cuts in action. Plus get easy conversation starters.

Free Strategy Call Offer

Book time with our annuity squad to talk through your client’s case.

GET YOUR ANNUITY REVIEW TOOLKIT

The Easiest Way to Look Like a Genius.

Our Exclusive Products & Carrier Access service provides financial professionals with:
1

Meet with an annuity specialist

Erick. Cory. Tyrell. Declan. Real pros, not product pushers. We’ll help you move the right cases forward.

2

Bring us up to date

We review the in-force contract and current goals.

3

Get the good, bad, & better!

We lay it out: what’s working, what’s not, and what could work better.

Bonus: Even if no change is made, you walk away with serious credibility—and your client walks away grateful.
Book Your 15-Minute Strategy Call

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

“DMI helped me uncover $12k in lost income for a retired couple. I looked like a rockstar.”
“Upgraded a client’s annuity and doubled their income guarantee. No-brainer.”
“I send every contract to DMI now. Easy wins, low effort.”
Urgency kicker:
Rates are high. Bonuses are big. Products are evolving faster than your CRM.
Don’t miss the moment.

READY TO CRUSH IT?

Contact a DMI Annuity Team member today.

Erick Lindewall
VP Annuities

Tyrell Jensen
CSSCS
VP Annuities

Cory Adamson
LUTCF, RICP
VP Annuities

Declan Donahue
CSSCS
Sales Consultant

Or call 781.919.2337 for more information.

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