Retirement can be tough. Your clients approaching retirement face a series of high-stakes decisions… like when to start taking Social Security benefits. It’s time to start boosting your client’s risk-protected retirement income with a strategy for optimizing Social Security — a ‘Bridge Plan.’ If you’re any kind of wealth manager, insurance agent, or financial advisor, […]
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LIFE INSURANCE AS A REFINANCING TOOL IN A RISING RATE ENVIRONMENT With the cost of capital increasing dramatically as interest rates have risen, many commercial loans now have terms that are far less favorable, if not punitive. Fortunately, […]
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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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