Pack the Room. Fill the Pipeline. Close the Case.

Turn High-Net-Worth Prospects into Loyal Clients

THIS AIN’T YOUR GRANDMA’S DINNER SEMINAR

It’s a Roth-conversion weapon built for closers who move million-dollar IRAs like clockwork.

Tired of empty steakhouse events and broke leads? This system flips the game—with high-trust seminars and point-of-sale software that turns hesitation into $2M+ closed Roth annuity cases.

I’ve been doing this for 20 years, and nothing has helped me close high-net-worth clients faster than the Roth Blueprint. It turned a skeptical couple with $2.8 million into a ‘yes’—right at the kitchen table.

- Brian Donahue

DMI President & Founder

stop feeding freebie hunters

You’re not the problem. The seminar model is.

WHAT MAKES THIS DIFFERENT

Combine Steakhouse Trust with POS Conversion Firepower.

1%+ response mailers targeting wealthy ZIPs (vs. the typical 0.3%–0.6%) means out of 5k pieces, you'll see about 50 registrants
High-end seminar presentation with materials, scripting, and guide
Use proprietary Roth conversion software that offsets taxes via annuity bonuses
Smart Guardrails to avoid tax spikes or balance loss
ACTE Framework: Assess → Create Plan → Take Action → Evaluate
Excells at point-of-sale turning ‘maybes’ into million-dollar moves

Top Advisors. Real Results.

Real Advisors. Real Results.

23 Appointments in Two Nights
Using our full seminar system—mailers, scripts, steakhouse, and Roth strategy—this advisor walked out with 23 appointments and a $9M+ pipeline.

From On-the-Fence to $2.8M Closed
One advisor brought the software into a client meeting and let it speak for itself. The visual clarity sold the conversion—$2.8M closed, no friction.

Let’s Be Honest—This Isn’t for Everyone.

This system won’t work if:
You’re writing less than $5M/year in annuities
You don't have a marketing budget or a staff to help execute
You’re not serious about targeting high-net-worth clients
You’re hoping to coast or passively “get leads”

But if you’re a high-performing advisor ready to go bigger with smarter strategies, keep reading.

GET QUALIFIED. MEET WITH TYRELL.

READY TO CRUSH IT?

No pushy sales pitch. Contact our Annuity Sales Team to see if the Roth Blueprint fits your practice.

No pushy sales pitch. Contact our Annuity Sales Team to see if this system fits your practice.

$2M+ cases closed with the software

Seminar model that pays you back 30:1

Full DMI support, training, and targeting included

JOE BLACK, CRC, CMFC
VP Sales – National Sales Director

ERICK LINDEWALL,
VP Annuities

TYRELL JENSEN,
CSSCS

CORY ADAMSON,
LUTCF, RICP

DECLAN DONAHUE,
CSSCS

Or call 781.919.2337 for more information.

*According to the FRTIB, total TSP fund assets were $895 billion as of March 2024

**Data collected from 2024 webinars conducted by DMI’s partner Agents and Advisors as of 11/2024.

MyFedNav educates federal employees on their retirement benefits and offers them access to financial professionals to assist them in preparing for retirement. MyFedNav, DMI, and VINJONES are non-affiliated, separate entities, and are not affiliated with or endorsed by government agencies. The webinar material is for informational and educational purposes only and is not endorsed by the Social Security Administration or any government agency. By providing your information and/or attending this webinar, you may be contacted by an insurance and/or investment professional to discuss how to use various financial products within your retirement plan. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We do not provide tax or legal advice or services.

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SEE ROTH BLUEPRINT IN ACTION

ROTH BLUEPRINT