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Category: Uncategorized

REVOLUTIONIZE RETIREMENT with RAO: Retirement Asset Optimizer

Hosted by DMI & CSSCS

UNLOCK SALES OPPORTUNITIES FOR TAX-FREE LTC

Hosted by DMI

LTC INSIDER’S GUIDE

Hosted by DMI

MASTER DISCOVERY: Leverage Questions to Educate & Gain Commitment

Hosted by DMI

UNLOCKING CLIENT COMMITMENT: 3 Essential Drivers of Change

Hosted by DMI

MAXIMIZING ENGAGEMENT: Get People to Act on Your Advice

Hosted by DMI

SIMPLIFYING SUNSET: Use it or Lose it

Hosted by DMI & Tom Perrone, CLU, CIC

GET CASH WORKING: Strategies to Move Money Off the Sidelines

Hosted by DMI & Lincoln Financial Group

STRIKE GOLD: Elevate Prospecting with Webinars & Workshops

Hosted by DMI

POWER RMD SOLUTIONS: Leverage Annuity+Life Together

Hosted by DMI

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DMI, an independent marketing organization, was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and operations.

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We handle new business management, underwriting, commissions and contracting for financial advisors. You should focus on your client’s needs instead of spending valuable time on paperwork, dealing with carriers and underwriting.

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