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. And if your clients set sail during a downturn, their portfolio may never find its way back. This isn’t a […]
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Advisors don’t usually ignore old life policies because they don’t care about them. They ignore them because there’s no house on fire. No client is calling in a panic. No obvious red flag jumps off the annual statement. Nothing […]
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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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