Feb 03

DMI Wins Gold

DMI Marketing recently won a MarCom Gold award for creative website design. The MarCom awards recently announced winners in the 2016 creative competition for marketing and communication professionals. There were 6,500 entries from throughout the United States, Canada and 17 other countries. MarCom Awards recognizes outstanding achievement by creative professionals...

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Jan 28

Are You A Number Or A Name?

Is your IMO in YOUR corner?

Not every IMO is created equal. Some are built like a factory, processing apps in an automated fashion with little human interaction in the sales process. Some promise higher levels of compensation based on tiers of production and applications that come in through their door. Some even help with marketing your business by building a...

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Jan 13

3 Things Your Marketing Organization Should Be Doing For You, But Aren’t

Finding the right partner is critical to your success! All Independent Marketing Organizations (IMO) are not created equally! There are many options, so how can you determine which to choose? The lifeblood for anyone in sales is prospecting, marketing and sales support. So, what is the first question you should ask when determining if you are aligned with a great...

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Dec 09

I Showed My Kids An 87 Page Life Insurance Illustration!

And here’s what happened…

I have 2 young kids and they’re always asking me, “Dad, can you tell us a story?” Kids love stories, don’t they? They like funny stories, sad stories, scary stories…you name it.

So, I tested this the other night when they asked me to tell them a story. I opened up my work bag and took out an 87 page index universal life illustration, and...

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Nov 23

The Choice Is Yours: Top Product, Marketing, & Case Management Articles of 2016

Operating a business in the financial services industry, while trying to stay in compliance, can be quite demanding and time-consuming. Between scheduling appointments and meeting with clients, fulfilling your post-sale requirements, and generating new business,  you can quickly go from someone who should be working ON their business, to one who is working IN...
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About

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