Retirement ASSET optimization

DMI+CSSCS= STRONGER TOGETHER 

BUILD RETIREMENT INCOME PLANS FOR 50% LESS CAPITAL​*

If you’re serious about Financial Planning, and specifically Retirement Income Planning, you’ve got to join us.

Listen to how this program has helped peoeple who’s generated almost $400MM AUM in 8 years using this program. 

By taking risk off the table & creating a floor of guaranteed income, my clients can continue to be more aggressive in their investment portfolio.

-Robert F., Financial Advisor

DMI+CSSCS= PROGRAM BENEFITS 

Our unique program helps you:

  • Build stronger retirement income plans using 50% less capital
  • Keep more AUM for a longer period
  • Let math drive the best solutions
  • Switch clients into an income mindset
  • Incorporate social security like a pension asset

YOU'LL GET:

  • Essential calculators like the Retirement Asset Optimizer
  • Client-approved marketing materials
  • Whitepapers & sales ideas
  • Continuing education with quarterly DMI Masterminds Classes
  • Exclusive DMI Advantage discount
  • Potential marketing reimbursements*
  • Access to Social Security experts
  • A Lead-Gen prospecting campaign 

*Please check with your Broker-Dealer, if applicable.

TAKE US FOR A TEST DRIVE

Want to see Retirement Asset Optimization in action? Great. With just a few bits of information, we’ll run a complimentary report and get it to you.

So, what clients can we help you with today?

WANT TO BE AN EXPERT IN RETIREMENT INCOME?

Talk with your DMI Vice President for information or to get certified. Or contact Declan to get started today!

let's meet
let's talk

*On Average

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.