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 location is an investing strategy that has potential to lower your clients’ overall tax bill. There are taxable, tax-deferred, […]
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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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