Courtney Tosone, Events and Email Coordinator at DMI. Courtney has built a marketing career with a foundation in event planning, client relations, social media and email marketing.
The pandemic has necessitated the need to meet our clients where they are and has shown us how events of all sizes can be adapted to fit into a virtual world. At DMI, we launched our virtual workshop program in 2020 and have seen tremendous success with advisors adapting to the webinar format and bringing […]
recent blog posts
Autumn ushers in the holiday season — a perfect opportunity to revisit important conversations about insurance reviews and long-term care (LTC). Regular policy reviews ensure that your clients’ financial strategies evolve alongside their lives. […]
About
DMI, an independent marketing organization and field marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: annuity marketing services, life insurance marketing services, sales consulting and operations
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