Every advisor and agent has a few planning gaps that are easy to acknowledge… and even easier to postpone. Long-term care is the big one. Not because you don’t believe in it.Because the conversation tends to break down in the same predictable places: It gets emotional fast. It gets complicated faster. And clients hit you with the objection […]
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Every advisor and agent has a few planning gaps that are easy to acknowledge… and even easier to postpone. Long-term care is the big one. Not because you don’t believe in it.Because the conversation tends to break down in the same […]
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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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