DMI National Sales Consultant

Recent Posts

Feb 27

3 Advantages of Connecting With Your Clients During Tax Season

It’s that time of year again where everyone turns their attention towards tax season. As a financial professional helping families navigate retirement, it is important to provide value during this time of year and make sure your clients understand the impact taxes have during retirement planning. Here are three advantages of using tax season as an opportunity to...

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Oct 25

5 Reasons to Consider FIUL for Your Client's Retirement Needs

In today’s current market for retirement savings products, most clients are concerned about making the right choice. Fixed indexed universal life insurance (FIUL), when structured, can be an effective way to both provide the death benefit for your client's family but also offer tax-efficient savings components. 

If the need is securing insurance coverage with...

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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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