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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Feb 01

Back to Basics: How well do you understand life insurance products?

When considering the right life insurance products for your clients, there are a variety of options available that offer a range of features. I've recognized that there's a common misunderstanding over these different product options. Because of this, I have created an outline of the various features of three insurance products to help financial professionals in...

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Jan 18

FIUL for Retirement Income?

Do your clients want both a death benefit as well as a way to save for retirement without losing access to their money?

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Nov 16

Tips for Preparing Your Client for The Paramedical Exam

As you may be aware, many insurance carriers now offer policies that don’t require clients to take an insurance exam. However, there are still times when an exam is necessary, and it’s important to guide your client through every stage in the application process.

The paramedical exam can be intimidating for your client, especially if it’s his or her first time....

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Nov 02

Halloween Reflections: Helping Clients Insure Their Life(style)

This week, many people celebrated Halloween, a time for scary movies and adorable children dressed in fabulous costumes. This time of year, my memories always revert to when my daughter was little. We live in a great neighborhood, particularly for Halloween, which is why it attracts hundreds of trick-or-treaters every year. When my daughter was young, we always...

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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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