You do not need another reminder that estate planning matters. You need a practical way to address it without legal gray areas or admin drag. That is where this gets stuck for many financial professionals. The issue is not whether estate planning belongs in the client conversation. It does. The issue is how to bring it into […]
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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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