Not Your Dad’s IMO —
A Bold New Take on Financial
Services
Ecosystem for independent advisors
Elevate.
Empower.
Succeed.
52%
More leads from your personal website
1000+
Insurance products at your fingertips
40+
Hours saved per month using automated solutions
37%
Higher conversion rates with email automation
#1
Seamless sales system to power your success
Key features
All-in-one solution to work smarter, serve clients better, and close deals faster.
Integrating your favorite tools to scale your business
Sales system
Navigate daily tasks with ease and complete sales faster.
Unified dashboard
View all your tools, analytics, and client data in one place.
Marketing automation
Run targeted campaigns automatically and manage leads effortlessly.
Simple compliance
Stay compliant with fiduciary standards using built-in guidance..
Product database
Filter, compare, and sort annuities by product type, issuer, and more.
Our tech-stack
Modernize your practice
Dreamstone excels where other IMOs fall short, providing a complete suite of tools in one, unified platform designed to support every aspect of your growth.
Qualified Annuity Leads
Annuity B2C
Access qualified leads with Dreamstone’s Annuity B2C. Connect with retirees seeking retirement guidance.
Empower your Annuity Solutions
Annuities Genius
Impress clients with data-driven insights. Compare 1000+ annuities in seconds for tailored solutions and higher revenue
Holistic Retirement Planning
Fiduciary Genius
Lead in fiduciary excellence with a platform that automates customized retirement plans, from risk management to legacy planning.
Qualified Annuity Leads
Annuity Educator
Access qualified leads with Dreamstone’s Annuity Educator. Connect with retirees seeking retirement guidance.
Empower your Annuity Solutions
Annuities Genius
Impress clients with data-driven insights. Compare 1000+ annuities in seconds for tailored solutions and higher revenue
Holistic Retirement Planning
Fiduciary Genius
Lead in fiduciary excellence with a platform that automates customized retirement plans, from risk management to legacy planning.
Solutions for every stage
Tools and Support Tailored to Every Stage of Your Career
Dreamstone is built to support advisors at every level, from those just starting out to industry veterans looking to scale their practices.
Easy to start for
New Advisors
Embark confidently on your financial advisory journey with our structured sales guidance.
Fast-Track Onboarding:
Step-by-step training and live support to help you close deals fast.
Pre-Made Sales Materials:
Ready-to-use templates and presentations to save you time.
Proven Sales Processes:
Simplify client conversations with our proven built-in sales modules.
Effortless Growth for
Experienced Advisors
Access advanced tools like Fiduciary Genius and annuity calculators to boost your edge.
White-Labeled Branding:
Elevate your brand with premium, customizable client tools.
Enterprise-Level CRM Integration:
Seamlessly scale with advanced system integration.
VIP Training and Resources:
Access exclusive workshops, insights, and consulting partnerships.
Five Easy Steps
Don’t just dream of success achieve it!
Step 1
No-Cost to Sign Up
Join Dreamstone Group in 10 minutes—free and easy! Just provide basic info, your license, and E&O to get started.
Step 2
Leverage Tech
Dreamstone Group’s platform quickly finds the right carrier and delivers fast proposals, keeping you ahead.
Step 3
Leads to Loyalty
Our Annuity Educator Program connects you to pre-qualified retirees, turning prospects into lifelong clients.
Step 4
Get Paid Faster
Get fast compensation with Dreamstone Group. Submit e-apps and grow your business while we handle the rest.
Five Easy Steps to Unlock Your Production Potential with Dreamstone Group
