When was the last time you had a client say they wanted to pass money on to their children or grandchildren? If you are like most financial professionals, it was probably very recently. According to an Ameriprise Financial Survey, “77% of Americans plan to leave a financial inheritance for their children or grandchildren, only 64% feel […]
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When was the last time you had a client say they wanted to pass money on to their children or grandchildren? If you are like most financial professionals, it was probably very recently. According to an Ameriprise Financial Survey, “77% of […]
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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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1 https://www.prudential.com/financial-education/4-percent-rule-retirement#:~:text=The%20%E2%80%9C4%25%20rule%E2%80%9D%20is,out%20%2440%2C000%20the%20first%20year.
