Variable Annuity Review Program

It's as easy as saying yes.

Please watch this important video from Brian Donahue, President & Owner of DMI

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. We’ll do all the heavy lifting so you don’t have to. DMI’s got access to the newest, cutting-edge annuity products on the market plus all the structure, sales support, and marketing materials to support you and your clients.

 

Check out these materials and contact DMI at 781.919.2337 or book a meeting today!  Or fill out the form and we’ll get in touch!

 

Get Started Today

VA Program - Brian

Take advantage of the great opportunity. Talk with DMI and get started today.

Variable Annuity Review

Client-focused

Understanding Variable Annuity Reviews

Client-focused

The Annuity Fact Finder

Professional Use

Client Letter for Professional Use in Email or Mail

Client-focused

For financial professional use only. This website is not intended for use by the general public.