Retirement Toolkit
The Annuity Review Toolkit
Turn annuity dust into dollars—because outdated income strategies won’t cut it in today’s market.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.
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If you have any questions or would like additional information about the program, please reach out to Declan Donahue at 781.919.2337 or ddonahue@dmi.com.