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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. 

Read the blog. Then download our Sales Guide & Marketing Materials.
Contact your DMI Vice President today with questions.

Phil Ferrara,
VP Annuity Sales

Erick Lindewall,
VP Annuity Sales

Tyrell Jensen,
VP Annuity Sales

Keith Schettino,
VP Life Sales

Joshua Rhem,
VP Life Sales

Declan Donahue,
BDR