The Retirement Red Zone isn’t a metaphor. It’s a moment of truth. Your client is close to the goal — lifestyle freedom, no paycheck needed — but the field just shrank. The margin for error is gone. Sequence of returns, inflation creep, longevity risk — they’re all blitzing at once. And here’s the kicker: most […]
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Retirement Success Depends on When Your Clients Set Sail Retirement isn’t just a destination—it’s a launch. And like any voyage, the timing of the tides matters more than most clients realize. In planning terms, that tide is the market. […]
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DMI, an independent marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: marketing services, sales consulting and operations.
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