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DON'T LET RMDS HOLD BACK CLIENT WEALTH
Got clients with managed money? Great.
We’ve got a breakthrough sales concept that will help take care of RMDs with a significant tax strategy, as well as allow clients to maintain a more aggressive portfolio.
We’ll show you a solution that can shrink the amount of RMDs coming out of AUM, minimize the impact of Sequence of Returns Risk, AND create a floor of guaranteed income clients can’t outlive.
WHAT YOU'LL LEARN: • Minimize the impact of RMDs on wealth • Minimize the impact of Sequence of Returns Risk to protect a larger AUM base • Protect commissions • Give clients a floor of guaranteed income they can’t outlive
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/elindewall Email: elindewall@dmi.com
