Protect a legacy while planning for RMDs & volatility.
DMI now has access to products that can guarantee the principal – and even increase it to pass on a legacy – while clients take their RMDs… Even if the markets are negative every single year.
Sounds too good to be true, right? It isn’t…
If you have clients with qualified assets who don’t want to see RMDs erode their accounts — or their legacy — you’ll want to hear this incredible sales concept.
Contact your DMI Sales Consultant to get started or if you have questions.
Or contact:
Erick Lindewall, Vice President, – Annuities:
LET’S CHAT 781.919.2351
LET’S MEET
https://calendly.com/elindewallEmail:
elindewall@dmi.comWebinar recorded April 2024.
FOR FINANCIAL PROFESSIONAL USE ONLY.
