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 that the regulatory environment for our industry is changing – perhaps more rapidly than at […]
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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 […]
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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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