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

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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

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Is Your Client’s Income Guaranteed?

DMI | Annuity, strategy, Annuity Awareness Month June is Annuity Awareness Month, making it the perfect time to educate your customers on annuities and their benefits. Here are some of the factors to be aware of when educating your clients.

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Helping Clients Prepare for the Unexpected

DMI | Financial planning, Relationship Building, strategy Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are

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