Editorial Note: Please note that information in this blog is not meant to address all aspects of the Model Regulation, or any variations in individual state laws or regulations, and should not be considered legal advice. View additional resources, including an FAQ for the Best Interest Model Regulation on DMI’s My Back Office. In February […]
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Autumn ushers in the holiday season — a perfect opportunity to revisit important conversations about insurance reviews and long-term care (LTC). Regular policy reviews ensure that your clients’ financial strategies evolve alongside their lives. […]
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DMI, an independent marketing organization and field marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: annuity marketing services, life insurance marketing services, sales consulting and operations
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