Mar 17

The "Silent Partner" In Your Clients' Retirement Plan

Do you have clients contributing to a 401k, 403b, IRA or other tax-deferred retirement plan? Of course you do. Most clients have some type of retirement plan.

Ask them two questions:

1. Do you think taxes will be higher or lower in the future compared to what you’re paying now?

Their answer will be “higher”.

2. Do you know who your “silent partner” is in your...

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Mar 10

Selling Life Insurance? Why Back-To-Basics Could Give You A Sales Boost

Have you ever noticed that any idea your prospect/client has is a good one? If that is true, let me show you a simple way to make the toughest part of any life insurance sale (the amount of coverage) their number, not yours! I will share a few questions and an easy fact finder with you to have your prospects own their number and help you close more life cases!

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Mar 03

5 Ways Email Marketing Can Help Your Business

Getting a prospect’s attention is quite a challenge in today’s world. People are constantly being bombarded by companies trying to get their attention; there are billboards on every corner, ads before every online video, pop-ups and banners on every website… how do you differentiate yourself from the rest of the world?

Today’s marketers have to do more, with less.

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Feb 24

Mind Your Business

“Preparation is the key to success” – Alexander Graham Bell

Many of you probably remember the "good old days", when submitting annuity business was as simple as a one-page application and a check. Unfortunately, those days have passed us by. Today’s annuity sales require product training, anti-money laundering training, suitability profiles, product disclosures,...

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Feb 17

The Difference Between A 10 Million Dollar Annuity Producer And A 2 Million Dollar Annuity Producer

I speak with countless advisors on a daily basis and the surface problem is often the same.  “I need to get in front of more qualified prospects.”  

Other wholesalers might ask you, “Are you conducting workshops?  Do you have a system for getting referrals?  Are you sending drip emails?  Do you have a brand?”

If the answer to all of these questions is “YES”, it...

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DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and business management.