DMI Case Intelligence™

Clarity for complex retirement cases—delivered faster.

DMI Case Intelligence™ blends advanced case analysis with senior case expertise (10–30 years) and VP-led triage, so you can confidently recommend, explain, and close.

Request a VP Case Intelligence Triage See a Sample Case Output
  • Senior analysts with 10–30 years of case experience
  • Advisor-ready summaries built for client conversations
  • Built for annuities, LTC, retirement income, and tax-aware strategy comparisons
Case variablesAdvisor-ready
Income timing Sequence risk Annuity tradeoffs Tax sequencing LTC funding Business planning Legacy intent VP RECOMMENDATION One clear path, tradeoffs explained
Complexity in. Senior judgment applied. One recommendation you can actually explain to a client.
  • Built for financial professionals
  • Made for complex cases
  • Fast, VP-led triage

The problem

Cases stopped being single-variable a long time ago.

Income timing, sequence risk, annuity tradeoffs, taxes, LTC, business planning—each one moves the others. The cost of that uncertainty isn’t a wrong answer. It’s delay, lost confidence, and a decision that never gets made.

  • The case has six moving partsChange the withdrawal order and the tax picture, the LTC funding gap, and the annuity fit all move with it.
  • The software gives you outputs, not answersCharts don’t explain tradeoffs. Clients don’t buy charts.
  • The client wants a recommendation, not a menuThree viable strategies with no point of view reads as indecision.
  • You need a second set of eyes—todayNot next quarter, and not from someone seeing their first complex case.

The solution

DMI Case Intelligence™ is a system and a set of people—not a tool you’re handed.

Analysis platforms do what they’re good at. Experienced analysts do what software can’t: read the case, weigh the tradeoffs, and tell you what they’d actually recommend and why.

Technology-assisted analysis

Best-in-class analysis platforms used inside our process to stress-test income, model comparisons, and surface what the numbers are doing.

Senior case analyst review

Analysts with 10–30 years in the chair interpret those outputs—checking assumptions, catching what the model missed, and framing the tradeoffs.

VP case triage

A VP routes your case, sets direction, and stays accountable for the deliverable landing in a form you can take straight into a client meeting.

What you get

Six things that show up in every case we take.

Retirement income stress-testing

Sustainability and sequence-risk analysis—what the plan does in the years that matter most, not just on average.

Strategy comparisons with real tradeoffs

Side-by-side approaches with the give-and-take spelled out in plain English—what each one costs you, not just what it produces.

Annuity reviews

VA and RILA comparisons with rider-fit considerations, so the product conversation follows the plan instead of leading it.

LTC and life integration

Funding approaches and positioning for the conversation clients avoid until it’s expensive to have.

Tax-aware planning support

Withdrawal sequencing and Roth conversion considerations, evaluated against the income plan rather than in isolation.

Advisor-ready deliverables

A summary plus a client-facing talk track—the language to actually walk someone through the recommendation.

How it works

Four steps from case snapshot to client conversation.

You submit what you have. We do the rest, and a person stays accountable at every step.

01

Submit the case snapshot

Ages, assets, income need, existing products, and the question you’re actually stuck on.

About 2 minutes
02

VP triage and routing

A VP reads the case, decides what it really needs, and routes it to the right senior analyst.

Fast turn
03

Senior analyst build

Analysis runs, strategies get compared, and an experienced analyst interprets what the outputs mean.

Analyst-led
04

Advisor-ready summary + call

You get the deliverable and a next-step call to walk through the reasoning before you sit with the client.

Then it’s yours

Where advisors send cases

If it’s on this list, send it.

  • VA vs. RILA suitability considerations
  • Income strategy + sequence risk
  • LTC funding conversations
  • Roth conversion considerations
  • Business-owner planning concepts
  • Book of business review
  • Cross-sell / upsell identification
  • A second set of eyes on a complex case

Have a case right now?

Send it. A VP will triage it and tell you what it needs—before you spend another week on it.

Send my case for triage Get a sample output

Request a triage

Tell us where the case is stuck.

  • You don’t need a finished fact-finder. A snapshot is enough to start.
  • A VP reviews every submission—this isn’t a queue.
  • Prefer to talk it through first? Book a strategy session.

For financial professional use only. We’ll follow up about your case—nothing else.

Questions

What advisors ask before their first case.

Who is this built for?
Insurance agents, insurance-licensed IARs and RIAs, and hybrid or registered reps who run into cases with more than one moving part. If your case is single-product and single-variable, you probably don’t need us.
How fast is triage?
A VP reviews submissions as they come in and routes them to a senior analyst. Turnaround depends on the complexity of the case—we’ll tell you what to expect when we acknowledge your submission rather than promise a number we can’t hold to.
What do I need to submit?
A snapshot: ages, assets, income need, existing products, the state(s) involved, and the question you’re stuck on. You don’t need a completed fact-finder to start—if we need more, we’ll ask.
Does this replace my planning software?
No. It’s designed to sit on top of it. Your software produces outputs; DMI Case Intelligence™ is the layer that interprets them, compares the alternatives, and turns the result into something you can say out loud to a client.
What deliverables do I actually receive?
A case summary with the strategy comparison and tradeoffs written in plain English, plus a client-facing talk track, plus a next-step call with the analyst who built it.
Are there costs?
Pricing and eligibility vary by case type and relationship. Request triage and we’ll be straight with you about what applies to yours.
Can you help with VA, RILA, and LTC specifically?
Yes—those are among the most common cases we see. Annuity comparisons with rider-fit considerations, and LTC funding approaches and positioning, are core to what the analysts do.
Is the deliverable client-facing?
It’s advisor-ready, which is a deliberate distinction. It’s written so you can bring it into a client conversation and explain it in your own words—not handed to a client as a document that speaks for you.
Can I see a sample before I submit a case?
Yes. Request a sample output and we’ll send a redacted example so you can see the structure and the level of detail before you commit a real case to it.