Oct 08

Build a Stronger Client Relationship

For most people, retirement planning is not fun; that's why they avoid it. According to a recent study, more than half of Americans don't know how much they'll need to retire comfortably. On average, people think that there is a 45% chance they will outlive their savings, and 41% have taken no steps to address it.

People who are in the retirement planning stage...

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Sep 26

How to Talk to Your Clients about using Life Insurance as a Tool for College Savings

September is National Life Insurance Awareness Month and National College Savings Month — can they coexist? 
 
With back-to-school in full swing, National College Savings Month is a perfect time for you to reconnect with your clients and discuss how they are saving for their child's education. Equally important, National Life Insurance Awareness Month is a...
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Sep 13

How Financial Professionals Can Simplify the Contracting Process

Picture this...

You are sitting down with a long-time client whose parent recently passed away, leaving them with an inheritance. After reviewing their goals for retirement, you come to the conclusion that an annuity would be a smart way to invest some of the inheritance. Would you rather have access to two or three products to present to your client or have an...

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Sep 06

A Different Perspective on Long-Term Care

Collateral damage inflicted by a spouse or parent needing Long-Term Care (LTC) can be catastrophic to family and loved ones. Unfortunately, this important topic often gets brushed over or left out of the conversation regularly by financial professionals.

Most financial professionals will take the time to discuss the cost risks associated with not having a plan for...

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Aug 29

DMI is Attending INBOUND 2019! Take a Look at the Sessions We're Most Excited About

Next week, the DMI Marketing team is attending INBOUND 2019 in order to apply cutting edge insights into our financial professionals' marketing programs. INBOUND features over 200 educational breakout sessions led by innovative marketing, sales, and customer success practitioners. 

So, what are we most excited to learn about? Hear directly from our team members as...

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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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