As financial professionals, we understand the significance of offering comprehensive retirement planning solutions to our clients. A holistic approach ensures that their financial future is secure and well-structured. One vital component that often gets overlooked is estate planning. More Americans are starting to realize the importance of estate planning, partially driven by inflation. In fact, […]
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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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