'Unleash Portfolios with Online Estate Planning' Webinar 4
Uncover Gold in Your Client’s Portfolio with Online Estate Planning.
DMI now has a proprietary tool that will open the door to more sales. It’s proven to work with agents and advisors – increasing some incomes by over 6 figures annually.
Thanks to cutting-edge, proprietary software you can provide comprehensive attorney-drafted estate plans for far less cost. Not to mention, add a new income stream to your practice and differentiate yourself from the competition.
What You'll Learn:
Session 1 — THE SALES PROCESS
• The sales process step-by-step: Identifying, qualifying, and presenting to an Estate Planning prospect, including your current clients and leads.
Session 2 — THE DETAILS
• Enrollment, onboarding, and completing the interview.
• Generating documents, DeedWerx, and signing celebration.
Session 3 — FUNDING THE TRUST
• We’ll do a detailed walkthrough. (This is where you uncover gold.)
Session 4 — REFERRALS, REVIEWS, & REIMBURSEMENTS
• Generate more referrals and grow your sales.
• The DMI Advantage, including marketing tips & possible reimbursement opportunities
Contact your DMI Sales Consultant to get started or if you have questions. Or contact Tyrell Jensen, Vice President – Annuity Sales, directly at 781.919.2368 / tjensen@dmi.com
View DMI's Upcoming Webinars: https://dmiuniversity.com/webinars/
See the DMI Video Library: https://dmiuniversity.com/on-demand/
JOIN OUR COMMUNITY ONLINE
Next Sale Podcast: https://dmi.com/next-sale-podcast/
The DMI Blog: https://dmi.com/blog/
Follow DMI on:
LinkedIn – www.linkedin.com/company/dmi-marketing/
Facebook – www.facebook.com/DMImarketing
Twitter – https://twitter.com/dmi_marketing
YouTube – www.youtube.com/@dmi1989
DMI now has a proprietary tool that will open the door to more sales. It’s proven to work with agents and advisors – increasing some incomes by over 6 figures annually.
Thanks to cutting-edge, proprietary software you can provide comprehensive attorney-drafted estate plans for far less cost. Not to mention, add a new income stream to your practice and differentiate yourself from the competition.
What You'll Learn:
Session 1 — THE SALES PROCESS
• The sales process step-by-step: Identifying, qualifying, and presenting to an Estate Planning prospect, including your current clients and leads.
Session 2 — THE DETAILS
• Enrollment, onboarding, and completing the interview.
• Generating documents, DeedWerx, and signing celebration.
Session 3 — FUNDING THE TRUST
• We’ll do a detailed walkthrough. (This is where you uncover gold.)
Session 4 — REFERRALS, REVIEWS, & REIMBURSEMENTS
• Generate more referrals and grow your sales.
• The DMI Advantage, including marketing tips & possible reimbursement opportunities
Contact your DMI Sales Consultant to get started or if you have questions. Or contact Tyrell Jensen, Vice President – Annuity Sales, directly at 781.919.2368 / tjensen@dmi.com
View DMI's Upcoming Webinars: https://dmiuniversity.com/webinars/
See the DMI Video Library: https://dmiuniversity.com/on-demand/
JOIN OUR COMMUNITY ONLINE
Next Sale Podcast: https://dmi.com/next-sale-podcast/
The DMI Blog: https://dmi.com/blog/
Follow DMI on:
LinkedIn – www.linkedin.com/company/dmi-marketing/
Facebook – www.facebook.com/DMImarketing
Twitter – https://twitter.com/dmi_marketing
YouTube – www.youtube.com/@dmi1989