We know annuities are sometimes a set-it-and-forget-it mentality. But on behalf of your client, you have a fiduciary responsibility to re-visit all those old variable annuities that you have sold.
DMI’s Annuity Review program makes it easy for you. Patriot Group’s got your historical data and DMI has all the structure, sales support and marketing materials to support you and your clients.
For financial professional use only. This website is not intended for use by the general public.