Apr 26

How to Manage Your Clients' Expectations Throughout the Application Process

You have sat down with your client and gathered enough information to determine what insurance company and product fits their needs. They have agreed upon all of this and they've signed an application.

You have done great up to this point. Even though the sale is not yet complete, it’s out of your hands, right?

Well, not exactly.

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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,...

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Nov 23

The Choice Is Yours: Top Product, Marketing, & Case Management Articles of 2016

Operating a business in the financial services industry, while trying to stay in compliance, can be quite demanding and time-consuming. Between scheduling appointments and meeting with clients, fulfilling your post-sale requirements, and generating new business,  you can quickly go from someone who should be working ON their business, to one who is working IN...
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Sep 09

Are You Protecting Your Clients’ Privacy?

We are – everyday.

As part of our underwriting and case management services, we request, review and forward medical records to the underwriters at our carrier partners to negotiate the best offers on behalf of our advisers. All DMI team members who have access to health records are HIPAA Certified. We take this very seriously as should you. If you are requesting...
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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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