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Asset 2

4 RETIREMENT ROADBLOCKS,
1 SOLUTION

A CASE DESIGN WALKTHROUGH

A fast, tactical session showing how to prepare clients for 4 common risks that may derail retirement plans. 

Clients need to expect the unexpected. With 1 solution, prepare them for:

  1. Potential Social Security benefit reductions

  2. Health-related events & LTC

  3. Legacy shortfalls

  4. Longevity Risk 


LIVE 🗓️ MAY 01 | NOON ET | ⏳30 MINS

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FOR FINANCIAL PROFESSIONAL USE ONLY.  See additional disclosures.

Claim Your Seat!

WHO IT’S FOR

Advisors working with clients who:
  • Are concerned about healthcare costs, Social Security, or longevity
  • Want growth without giving up protection
  • Need more reliable retirement income

WHAT YOU’LL LEARN

  • How to solve 4 common retirement problems
  • A new way to address income, protection, and legacy in one strategy 
  • How to position the strategy clearly & confidently with prospects

Your Presenter

ERICK LINDEWALL
Vice President Annuity Sales  |  DMI

Erick brings 35 years of industry grit & insight to every conversation & helps advisors do the same. He’s not here to push products. He’s here to engineer results.

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