Staying Engaged During A Crisis

DMI | Social Media, Financial planning, Relationship Building Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings

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Solving The Annuity Puzzle

DMI | Annuity We’re sharing guidance from the Athene commissioned “Solving the annuity puzzle: A Behavioral Analysis”  to uncover hidden client biases. With these biases revealed, you can reshape the annuity conversation toward confident and informed decisions. The Annuity Puzzle

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How to Become a Thought Leader in Your Industry

DMI | Seminars, business management, Branding, strategy Becoming a thought leader for your industry can transform your brand because it positions your company as an industry leader, opens the door for new possibilities, and builds trust with your community. These

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The Importance of a Strong Call To Action

DMI | Finance, Social Media, business development The importance of a strong call to action (CTA) is more than just a few words thrown together on a social media post or an email, it’s about connecting your reader with the

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