As a financial professional, answering this question is critical to your success, maintaining a strong mindset, and protecting your most valuable asset, your time: “Interested or Motivated?”. Interest drives a lot of deal activity. But by itself, it never drives closure unless it’s a “closed lost.” Interest is a state of wanting to know about someone […]
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Autumn ushers in the holiday season — a perfect opportunity to revisit important conversations about insurance reviews and long-term care (LTC). Regular policy reviews ensure that your clients’ financial strategies evolve alongside their lives. […]
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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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