It is important that advisors understand that women may present different educational needs and retirement planning strategies than men. Your female clients may not be aware of the contingencies related to the cost of long-term care and other factors that could affect retirement income.Nearing retirement is supposed to be an exciting time, the start of […]
recent blog posts
Asset Allocation has been part of the investment professional’s asset management strategy for decades. More recently, a considerable amount of attention has been focused on a natural extension of that approach: Asset Location. KEY TAKEAWAYS Asset […]
About
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
View our privacy policy
