Jan 06

Why Large Insurance Companies Avoid Index Annuities...

Confessions of a former index annuity hater.

Working for New York Life, I thought I knew it all. If you know anything about the New York Lifes and Northwest Mutuals of the world, then you know they won’t touch an index annuity with a 10-foot pole. I knew it all (or at least what I was told), and the ridiculously low caps that an index annuity provided. In a way,...

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Dec 30

4 Reasons Why You Are Not Closing More Sales

Think your leads stink? It might be you...

We all know that you are not going to close everyone that comes in to see you. The most successful, highly paid baseball players only hit the ball about 40% of the time.

What first comes to mind when I began writing on this subject is, “Do you know what your closing ratio is?” How many prospects did you close on the...

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Dec 02

Four steps to snap out of a sales slump!

We have all been there! Things just aren’t clicking. Each sale seems to be harder to close than ever before, and confidence starts getting chipped away. We blame compliance, longer applications, underwriting etc… So, how do we get out of the funk we are in?

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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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Nov 18

Challenge: 2 Daily Habits To Improve Your Sales Performance

Want to guarantee amazing performance? There are a few simple habits, in any industry, that separate those who fail from those who kill it! Here are two habits that give me an advantage over my competition and have propelled my performance to annually qualify for Top of the Table with the Million Dollar Round Table year, after year, AFTER YEAR.

Habit #1- Winners...

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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.