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BOB: Book of Business Review
Put BOB to work today!

Do you remember everyone you’ve helped over the years? Probably not, but “BOB” does. We’ll get you the names of clients with policies through DMI coming due or surrendering in the next few months. And we can help you find replacements for other policies in your book.

Refinance Retirement for clients with BOB

See about getting your clients into a higher rate or better product. We’ll save you the leg work so you can do what you do best — SELL. 

Professional Use 

Client Use 

Contact your DMI Vice President today with questions.

Phil Ferrara, CLU,
Vice President of Annuity Sales

Erick Lindewall,
Vice President of Annuity Sales

Tyrell Jensen,
Vice President of Annuity Sales

Keith Schettino,
Vice President of Life Sales

Joshua Rhem,
Vice President of Life Sales

Declan Donahue,
Business Development Representative