The new SEC Marketing Rule is designed to comprehensively and efficiently regulate advisers’ marketing communications with clarifications related to endorsements, testimonials, and third-party ratings. The new Marketing Rule’s framework is a combination of principles-based provisions and requirements for certain types of advertisements. But, what does this mean for your marketing strategy? The Marketing Rule, Your […]
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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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