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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