It is critical, especially during times like these, that your clients, their families, and your community have a trusted resource to go to for support and advice. We are actively working to provide our advisors and agents with alternative solutions to in-person meetings and events, along with other tools to help you continue to serve members of your community. For more information, please call us directly at 800-322-6342. #imo #annuities #lifeinsuranceagent #marketing
Will you expand your use of virtual meetings for client business in 2021? DMI’s Webinar in a Box can help you grow your business while protecting the health of your clients and their future.
Get Started today: https://dmi.com/wp-content/uploads/2020/08/Webinar-In-a-Box_final.pdf
Have you considered diversifying your marketing with a podcast in 2021? Check out our latest blog post featuring the benefits of adding a #podcast to your marketing strategy.
https://blog.dmi.com/how-you-can-benefit-from-adding-podcasts-to-your-marketing-plan
BLOG.DMI.COM
How You Can Benefit From Adding Podcasts To Your Marketing Plan
Wishing you the best and brightest of the #NewYear! DMI will be closed Thursday, December 31st starting at 2pm through Friday, January 1, 2021.
We'll re-open for normal business hours on Monday, January 4, 2021.
#NewYearsEve2021
2020, an unparalleled year, has shown that we're all in this together. We focused on what we do best; we helped our agents grow their business by providing dynamic elements for success.
Read our 2020 Reflections blog post.
#WeAreAllInThisTogether #Agent #Advisors #Insurance
BLOG.DMI.COM
2020 Reflections from DMI
Happy Holidays from the DMI Team! May your holidays and New Year be filled with happiness, health, and continued success. #Holidays2020 #NewYear
Are annuities the answer to financial security as retirees live longer?
#annuities #retirementplanning #retirement #insurance
THINKADVISOR.COM
Annuities Could Stop Retirees From Going Broke. Why Don't More People Use Them? | ThinkAdvisor
Have you reviewed your #compliance risk? Get started with our compliance self-assessment checklist – now available on the DMI blog from guest blogger, Maureen James of Summit Compliance Group.
https://dmi.com/blog/the-value-of-a-compliance-self-assessment-for-insurance-advisors/
Has COVID impacted the timeline for retirements for Americans?
Yes, according to Pew Research Center.
Retirement is on the rise among Hispanic and Asian American populations, and those who reside in the Northeast.
https://www-pewresearch-org.cdn.ampproject.org/c/s/www.pewresearch.org/fact-tank/2020/11/09/the-pace-of-boomer-retirements-has-accelerated-in-the-past-year/?amp=1
WWW-PEWRESEARCH-ORG.CDN.AMPPROJECT.ORG
The pace of Boomer retirements has accelerated in the past year
Are you in compliance with the Best Interest regulation? Check out our NEW Best Interest Guide for a sneak preview of the resources we provide our partner agents to help protect their business and clients.
Not a DMI partner? Give us a call at 800.322.6342 to explore how you can partner with DMI and access our complete library of agent/advisor resources.
Download our Best Interest Guide: https://offers.dmi.com/best-interest-guide
#compliance #annuities #insurance #financialservices #lifeinsurance #clientsatisfaction #InThisTogether
1 in 20 seniors has reported some form of financial mistreatment in the past year. As an agent/advisor, do you know how to spot the signs of mistreatment and act in the best interest of your elderly clients?
We tackle this topic in the latest blog post from DMI.
https://dmi.com/blog/elderly-financial-exploitation-how-to-identify-steps-to-take-to-protect-your-client/
#insurance #elderlycare #client #bestinterest #advisors #financialadvisors #retirement
DMI.COM
Elderly Financial Exploitation: How to Identify & Steps to Take to Protect Your Client