May 17

Here Are 5 Common Life Insurance Objections and How to Overcome Them

Recently on LinkedIn, a successful agent I know answered a newer agent's question on how to grow her business. I was impressed with his response to the inquiry:

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Mar 08

Ask These Questions When Your Clients Are Ready to Retire

When a client or prospect is ready to retire, they’ll need access to his or her assets to fulfill their income needs. Flexibility is critical during this time. Having a diversified portfolio of investments which they can use is essential for retirement income strategies. It also is important to find out how much income they actually need.

Here are several more...

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Jan 11

New Ways to Prosper in a Changing Market Environment

What if there was a way for you to get paid on managed assets without studying for your Series 65 test?

There was a time when mutual funds, insurance, and annuities ruled the world of investment options for financial professionals, and only the biggest institutional or qualified investors had deep enough pockets to utilize wrap accounts. Today, you can open a...

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Jul 27

Is Now the Time to Rethink Utilizing Bonds?

In his 2011 annual letter to Berkshire Hathaway shareholders, Warren Buffet wrote, “High interest rates, of course, can compensate purchasers for the inflation risk they face with currency-based investments – and indeed, rates in the early 1980s did that job nicely. Current rates, however, do not come close to offsetting the purchasing-power risk that investors...

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Jun 23

The Importance Of Measuring Your Marketing Efforts

Take a moment to think about the current expenses for operating your business. The first items that might come to mind are probably recurring bills, such as: rent, travel, insurance, office supplies, phone/fax/internet costs, etc.

Where does a marketing budget fall in your priority list? For most business owners, a marketing budget is this flexible, malleable fund...

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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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