Leading the Healthcare Cost Conversation: Retirement Planning for Clients
As healthcare expenses rise in retirement, it’s critical that partner agents and advisors talk about healthcare as an essential expense and guiding factor in retirement planning with their clients. The increasing costs of healthcare in retirement compounds the retirement income challenge
Referral Marketing: How You Can You Make It Work for Your Business
Attracting potential customers and cold, warm, or hot leads can be a challenge for any business. From cold calling to Google Ads, finding qualifiable leads that will convert can be difficult for even the most seasoned professional. What if instead
The Danger of Delayed Compliance and Steps You Can Take To Remediate Your Risk
In December, we published “A 2021 Regulatory Outlook: 4 Critical Areas for Agents and Advisors”, a blog post highlighting the compliance risks we could face in 2021. One of the primary purposes of that blog was to relay the fact
Location, Location, Location: 6 Strategies for Hyperlocal Marketing
Many businesses advertise on a national and/or regional level, but for hyperlocal marketing, advertisers hone in on just a few blocks, streets, or specific zip codes. If your business is looking to grow locally, or you want to boost foot
Are Virtual Sales Techniques Here to Stay?
The pandemic accelerated the technological evolution in many industries, the insurance industry included. For many carriers, IMO’s and clients, the crisis has accelerated efforts to adopt a digital-minded approach. This includes an effort to modernize infrastructure, improve data capabilities and
Key Lessons Learned from a Year of Virtual Workshops
The pandemic has necessitated the need to meet our clients where they are and has shown us how events of all sizes can be adapted to fit into a virtual world. At DMI, we launched our virtual workshop program in