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Day: February 11, 2025

If You’re Tellin’, You’re Not Sellin’: How to Close More Financial Sales Without Pushing Products

Why Your Clients Tune Out—And What to Do Instead If you’re spending most of your client meetings talking, rattling off features, explaining policies, and proving how much you know… I hate to break it to you, but you’re losing sales. Your clients don’t care about your encyclopedic knowledge of products. They care about their problems, […]

DMI. Empowering financial professionals through strategy, innovation, and high-touch support since 1989.

recent blog posts

  • The S&P 500® Index Just Got ‘Shock Absorbers.’ Here’s What It Means for Every FIA...

    By Erick Lindewall, Vice President of Annuity Sales, DMI A few weeks ago I was on a call with an advisor who’s been writing FIA business almost as long as I have. Smart guy. Big book. He was bracing for the renewal conversation. You know the one. […]

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