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, sales consulting, and back-office operations support. We developed new skillsets, explored how to best leverage […]

A 2021 Regulatory Outlook: 4 Critical Areas for Agents and Advisors

Maureen James – Co-owner/Principal at Summit Compliance Group, LLC | Compliance, Data Security, Risk Assessment, Regulation, Best Interest Rule “If you think compliance is expensive – try non-compliance.” – Former US Deputy Attorney General, Paul McNulty Compliance tends to get a bad rap because it’s often associated with laws, regulations, enforcement actions and their associated […]

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 in order. As you support your clients during a challenging year, these are some things […]

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 in need. The COVID-19 pandemic has created an increased need for support across many communities […]

Tips for a Successful First Client Meeting

DMI | Business, business management, Relationship Building, Operations Asking the right questions during a fact-finding meeting is key to impressing your clients, allowing you to start your relationship off on the right foot. Read on to learn more about the importance of first meeting fact-finders, including tips on making a lasting positive impression. The Key to […]

How to Stay Connected in a Virtual World

DMI | Marketing, COVID-19, Communications, Virtual Meetings The COVID-19 pandemic has significantly increased our reliance on virtual meeting software. Video conferencing giant Zoom saw daily users increase from 10 million (prior to the COVID-19 pandemic) to 300 million on April 21st, 2020. The use of virtual meeting software allows us to stay connected to one […]

Life Insurance Awareness Month

DMI | Marketing, life insurance, Relationship Building September is Life Insurance Awareness Month, giving you a great opportunity to creatively connect with clients and prospects. Establishing a marketing campaign that connects you with your clients can seem like an overwhelming task, so when a national campaign comes along, it’s a great idea to take advantage […]

The Importance of a Having a Blog

DMI | Marketing Most business owners in this day and age understand how important an online presence is. Bill Gates said it best, “If your business is not on the internet, then your business will be out of business.” Of course, the first step in creating a strong online presence is through your website.  At […]

4 Easy Ways to Stay Connected With Your Clients This Summer

DMI | Marketing, business development Summer is the perfect time to enjoy a well-deserved vacation. Although many summer vacations have morphed into staycations this year, most people are still taking time off to spend with their families. While people are taking a much-needed break from the stressors of life, it can make it a difficult […]

The Proliferation of Social Media – And How to Manage Your Risks

Maureen James – Co-owner/Principal at Summit Compliance Group, LLC | Marketing, Social Media, Compliance Social media compliance: these three words can strike fear into the heart of any insurance agent in the financial industry. At its most basic, social media compliance simply means following the rules when using social media to engage with the public. […]