Financial agents and advisors often request and work with important personal identifying information (PII) from their clients that must be kept secure at all times. If a client’s sensitive information is leaked, it could be catastrophic for both the client and the business. Reviewing data security and cybersecurity best practices can protect your business and […]
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In December 2019, the original SECURE Act was passed, bringing significant changes to the post-death tax treatment of qualified retirement accounts. Now, in its new Final Regulations of the SECURE Act 2.0 issued on July 18, 2024, there are more than […]
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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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