WE START BY UNDERSTANDING YOUR CLIENT’S UNIQUE SITUATION AND GOALS.
WE THEN WORK TOGETHER TO CRAFT THE BEST PLAN FOR
AS YOU BUILD YOUR CLIENT’S ESTATE PLAN, WE WILL BE IN LOCK STEP TO HELP YOU ACHIEVE THEIR GOALS.
WHATEVER YOUR PRIMARY FOCUS, BE IT MINIMIZING TAXES OR MAXIMIZING FINANCIAL SECURITY, WE CAN HELP YOU SECURE YOUR CLIENT’S FUTURE AND BETTER SOLIDIFY YOUR CLIENT RELATIONSHIP.
You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via firstname.lastname@example.org or at 800-442-4358 and we will reset your account.
We invite you to register. You will need your social security number and date of birth.
The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.
If you have any questions or need assistance, please contact Dunham Customer Care at 800-442-4358. We thank you for your commitment to Dunham.