Mar 23

Top 4 Reasons You Need a Succession Plan

A new prospect came into our office last week, and I asked him, “So, what brought you to us?”

read more →
Feb 16

5 Reasons Your Applications Are NIGO (And How to Avoid Them)

You’re probably familiar with the expression, “the devil is in the details.” Well, this holds true with life insurance and annuities. When it comes to client retention, attention to detail is critical to your success. These devilish details can affect your client service, thereby seriously impacting your reputation as an advisor or agent. Too many missed details...

read more →
Jul 07

Heading In To A Summer Sales Slump? Choose Not To Participate...

Do you allow yourself to succumb to the excuses many in sales use for a Summer Sales Slump?

  • Everyone is on vacation!
  • No one makes buying decisions in the summer!
  • This is golf/fishing/boating/(fill in the blank) season!
  • Its too nice out to stay in an office all day!

The secret to avoiding a Summer Sales Slump is to not buy into the typical excuses. Funny how we...

read more →
Feb 24

Mind Your Business

“Preparation is the key to success” – Alexander Graham Bell

Many of you probably remember the "good old days", when submitting annuity business was as simple as a one-page application and a check. Unfortunately, those days have passed us by. Today’s annuity sales require product training, anti-money laundering training, suitability profiles, product disclosures,...

read more →
Jan 28

Are You A Number Or A Name?

Is your IMO in YOUR corner?

Not every IMO is created equal. Some are built like a factory, processing apps in an automated fashion with little human interaction in the sales process. Some promise higher levels of compensation based on tiers of production and applications that come in through their door. Some even help with marketing your business by building a...

read more →

* This content is for licensed financial professional use only. This website is not intended for use by the general public.

Comments & Questions

    Subscribe to our blog & leverage the DMI team’s experience with our weekly blog posts catered to the financial professional.

    About

    DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and business management.

    Recent