2020 Reflections from DMI

DMI | Business, Branding, Communications, Operations In an unparalleled year, DMI focused on what we do best; we helped our agents grow their business by providing dynamic elements for success. In 2020, we innovated our best-in-class products, award-winning marketing services,

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Three Tips for Year-End Financial Planning

DMI | Financial planning, taxes 2020 is officially wrapping up. From market volatility to global challenges like the COVID-19 pandemic, this year has been full of ups and downs. It’s more important than ever to ensure your financial planning is

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How to Give Back This Holiday Season

DMI | Relationship Building, community The holiday season is full of excitement and wonder, but it can also be stressful for many families. Giving back to your community is a great way to spread joy while providing help to those

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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.