Damon La Tanzi, Vice President - Sales

Damon LaTanzi is Vice President of Sales for DMI Marketing where he leads a team of talented life and annuity sales consultants. He has 20 years of experience in the insurance & financial services industries as an advisor, wholesaler, marketing manager, and sales manager. Successful agents and advisors typically partner with Damon and his team for at least 1 of the following reasons: They want to grow their sales and make more money but lack the time, resources or expertise to create a marketing plan. Their existing relationships run quotes and process applications but aren't doing anything else to help the agent/advisor to grow his or her business. Their existing relationships don't offer the proprietary annuity and life products DMI does and this really hurts their clients because the advisor may not be bringing them the right solutions.

Recent Posts

Jan 17

The SECURE Act: 3 Key Provisions Impacting Financial Professionals

A few months ago, we published a blog about pending legislation called the SECURE Act of 2019 which had several provisions impacting retirement planning.  Now that the Act has officially passed, we thought it would be beneficial to revisit a few key provisions affecting the agents and advisors with whom we work.  While the Act was wide-ranging in its impact, there...

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Oct 12

FIUL: Preparing for Life's Big "What Ifs"

Flexibility is one of those overused "buzz" words, but when it comes to life insurance, specifically to Fixed Index Universal Life Insurance (FIUL), there's no better word to describe one of its key attributes.Think about it this way. What's changed in the lives of your clients in the last 20 or 30 years?  Well, depending on their age, it could be any or all of...

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Jan 05

4 Reasons Why You Need to Start Selling Life Insurance

As an external life insurance wholesaler, I often call on registered investment advisors to learn about their business and see how we can make life insurance products work for their clients. Occasionally during these calls, advisors object to selling life insurance, because they claim it isn’t a focus for their strategy. When I ask, “Why not?” the usual excuses...

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Nov 03

It's Almost 2018: How Will You Meet Your Production Goals?

Welcome to November! The air is crisp, the leaves are turning, and the distinct sounds of advisors working to meet their production goals can be heard all across the industry. It is easy to get caught up in the chaos of the final two months of the year, thinking 2018 is light years away. However, in my experience, the calendar turns all too quickly.

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Sep 22

Here's the Secret to Understanding Your Client's Perceptions

When it comes to finances, every one of your clients makes 100% rational, informed decisions, right? They act after weighing the pros and cons of each option, thoroughly considering relevant variables, and finally coming to a rational, intelligent conclusion. Right?

Even if you're new to the retirement planning business, you're probably laughing at me right now....

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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.

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