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

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

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

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

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.

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