Feb 22

Life Policy Reviews: The Why, Who, and How

Could offering portfolio analyses be the missing piece to your practice? A complimentary life insurance policy review is a great way to connect with more people and delight current clients. It provides value to your client, but make sure to always keep in mind the overall goal of the portfolio analysis: to find the best policy for the right reasons. 

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Feb 15

Here's What You Should Know About Shiny Marketing

As the Principal of an IMO, I have many opportunities throughout the year to attend national wholesaler meetings. It’s a great chance to bond and see friends who are also direct or indirect competitors. Many of these folks are incredibly successful and run large organizations.

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Dec 21

Here Are the Top Strategies to Stay Memorable

When was the last time you had a memorable experience with a person or a brand? Why did it leave such a lasting impression?

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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 23

The IRS has created a HUGE life Insurance sales opportunity in the 4th quarter. If you don’t read this you are missing out!

How many times have you contemplated the idea of approaching a successful estate planning attorney or CPA to refer you business? If you are anything like me that number is quite large and your frustration levels are through the roof. The problem that most advisors and agents in the financial services business have in trying to develop a COI relationship is they don’t...

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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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