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

3 Ways to Get Involved in The Community This Holiday Season

The holiday season is upon us! Things can get hectic with family dinners, present-wrapping, and errand-running, but we have some ways for you to not only make an impact with your community, but also maintain your client relationships. Establishing yourself as an active member in your community allows you to connect with new people and strengthen your existing...

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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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Sep 07

4 Tips to Put the Life Back into Life Insurance

A life insurance agent’s real business is in relationships. Since the average consumer buys life insurance seven to ten times in their life, it is in the agent’s best interest to focus on developing a relationship with a prospect, rather than closing a sale. This is especially true since it’s a well-known fact that the easiest sale to make is to a current client....

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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.