Feb 08

Let's Take a Look Into "Hybrid Annuities"

More than likely, you’ve heard the term “hybrid annuity” float around in conversations, or you’ve even discussed it yourself. The term “hybrid” is used indiscriminately to describe a variety of products, VAs or fixed products, and suggests consumers are “getting more for their money.” So, when people refer to hybrid annuities, what do they actually mean?

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Feb 01

Back to Basics: How well do you understand life insurance products?

When considering the right life insurance products for your clients, there are a variety of options available that offer a range of features. I've recognized that there's a common misunderstanding over these different product options. Because of this, I have created an outline of the various features of three insurance products to help financial professionals in...

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Jan 25

How to Make Sure You Hit Your Goals in 2019

The start of a new year is a time to reflect and change or improve how you live your life - or run your business. A good way to begin is by reviewing your marketing strategy.

An annual marketing plan helps set your marketing efforts on the right track to reach your goals. Think of it as a high-level strategy that guides the direction of your team's campaigns,...

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Jan 18

FIUL for Retirement Income?

Do your clients want both a death benefit as well as a way to save for retirement without losing access to their money?

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Jan 11

New Ways to Prosper in a Changing Market Environment

What if there was a way for you to get paid on managed assets without studying for your Series 65 test?

There was a time when mutual funds, insurance, and annuities ruled the world of investment options for financial professionals, and only the biggest institutional or qualified investors had deep enough pockets to utilize wrap accounts. Today, you can open a...

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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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