Key Features

  • Single Sign-On
  • Pending Case Access
  • Quote Engines
  • Electronic Applications
  • Access to Carrier Updates All in One Place
  • Training Event Calendar
  • Library of Recorded Webinars & Trainings
  • Secure Document Upload
  • 24/7 Self-Service from Desktop & Mobile Devices


At DMI, you’re not just a number, you are our partner. Connecting our advisors with qualified prospects is our #1 priority.

DMI was founded in 1989 to provide financial advisors three dynamic elements for success – Marketing to attract and retain customers, Sales Consulting to find solutions to client’s financial needs and support to close sales, and Operations to manage the back-office work needed to get policies issued and paid.

Hit “go” on your next marketing campaign. Get your “S.M.A.R.T. Goals”

Marketing Services

Setting up a successful marketing strategy requires a partnership. We take the time to understand your business and your need to attract new clients. Our goal is to help grow your business and put you in front of more qualified prospects.

Branding | Website Design | Email Marketing | Seminars & Events | Multimedia Services

Sales Consulting

Stay ahead of the pack with DMI Marketing’s experienced sales consulting team. We have over 30 years of experience helping advisors grow their business with consulting and assistance in annuity and life insurance sales and wealth management.


Annuities | Life Insurance | Wealth Management

Operations Support

Our operations support team handles every aspect of back-office work so you can focus on your next sale. DMI’s operations support team focuses on new business strategy, carrier contracting and commission pay outs.


Case Management | Underwriting | Commissions | Licensing | Contracting

[ Knowledge hub ]

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Years in Business
Overall goal

[ The Difference ]

Experience Results