What if your client’s biggest risk isn’t the market… but sitting in a drawer?
Most advisors spend their time managing portfolios, optimizing allocations, and preparing for market volatility.
But what if the biggest risk in your client’s financial plan… isn’t the market at all?
In this episode of DMI’s Next Sale, we uncover one of the most overlooked blind spots in financial planning: old, unreviewed life insurance policies.
17 Feb 2026
The LTC Blind Spot
In this episode, we break down how an asset-based LTC approach reframes the discussion as strategic asset repositioning: turning “lazy assets” into leveraged dollars for care, preserving value if care is never needed, reducing claims friction with cash-style benefits, and highlighting the tax and underwriting advantages advisors should know.
30 Jul 2025
Unlock Bigger Roth Conversions with the Roth Blueprint System
Learn how top advisors are turning complex tax conversations and Roth Conversions into multimillion-dollar opportunities using the Roth Blueprint System
15 Jul 2025
Retirement’s Curveballs — Here’s How Top Advisors Are Hitting Back
Why fiduciary advisors are rethinking the bond sleeve—and how a next-gen IUL delivers growth, protection, and lifetime income in one.
23 Jun 2025
Master the Psychology of the Financial Sale
This episode explores the crucial role of emotions in financial sales, highlighting how understanding customer feelings leads to increased conversions.
24 Apr 2025
Retirement Income Planning Just Got a Black Ops Upgrade
Industry experts discuss innovative strategies for retirement income planning and address key threats to financial security in this informative episode.
26 Mar 2025
Becoming the Retirement Whisperer
Financial advisors reveal strategies for managing a substantial AUM business, offering insights into their success in the financial industry.
27 Feb 2025
Mastering Client Discovery & Closing Sales Like a Pro
Sales experts reveal client discovery and closing techniques, emphasizing upfront contracts and strategic questioning to identify buying opportunities in this interview episode.
12 Feb 2025
The Power of DISCOVERY for Financial Professionals
Financial professionals explore the power of discovery questions to unlock sales and get clients to say yes, resulting in more closed deals.
29 Jan 2025
Retirement Asset Optimization
This episode explores retirement asset optimization strategies, but lacks specific details about the speakers or key takeaways.
9 Jan 2025
Sequence of Returns Risk
23 Oct 2024
TAP INTO A MARKET OF MILLIONS
This episode explores strategies to access a large market, but lacks specific details about the approach or featured experts.
21 Oct 2024
BUSINESS INSIGHTS: The Elephant in the Room
This episode of the DMI Next Sale Podcast explores unspoken challenges in business, offering insights for overcoming obstacles.
21 Oct 2024
BUSINESS INSIGHTS: Go Deeper with Term or Perm
This episode explores term versus permanent strategies, but lacks specific details about the speakers or the business insights discussed.
23 May 2023
RMDs & Legacy
Industry experts discuss strategies for clients to manage Required Minimum Distributions while simultaneously preserving and enhancing their legacy for future generations.
18 May 2023
4 Retirement Risks, 1 Cutting-Edge Sales Concept
Annexus and DMI discuss four retirement risks, including social security reductions and health events, and present a product to help clients prepare.
18 May 2023
The Social Security Optimization Difference
Financial planners discover how to optimize Social Security income, build stronger retirement plans with less capital, and strategically use annuities to enhance their business value.
Podcast Authority Score: 22 / 100
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