Monitoring, Testing, and Scaling Your Compliance

What steps have you taken this year to better protect yourself and your business from the multitude of compliance risks? If you can list at least a few steps taken, congratulations are in order.  You have recognized that, much like you need homeowner’s insurance to protect your home and your physical assets, you need to […]

Leading the Healthcare Cost Conversation: Retirement Planning for Clients

A woman wearing scrubs and a stethoscope helps an older man with paperwork

As healthcare expenses rise in retirement, it’s critical that partner agents and advisors talk about healthcare as an essential expense and guiding factor in retirement planning with their clients. The increasing costs of healthcare in retirement compounds the retirement income challenge which increases concerns among pre-retirees and makes it difficult for financial agents/advisors to plan. In […]

Referral Marketing: How You Can You Make It Work for Your Business 

A microphone is shown in the lower right against a city scape background amplifying messaging and word of mouth marketing

Attracting potential customers and cold, warm, or hot leads can be a challenge for any business. From cold calling to Google Ads, finding qualifiable leads that will convert can be difficult for even the most seasoned professional.   What if instead of chasing cold leads, there was another way? Referral marketing is a strategy that helps […]

The Danger of Delayed Compliance and Steps You Can Take To Remediate Your Risk

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In December, we published “A 2021 Regulatory Outlook: 4 Critical Areas for Agents and Advisors”, a blog post highlighting the compliance risks we could face in 2021. One of the primary purposes of that blog was to relay the fact that the regulatory environment for our industry is changing – perhaps more rapidly than at […]

Location, Location, Location: 6 Strategies for Hyperlocal Marketing

A map with a pinpoint with a hyper localized position to signify location based marketing

Many businesses advertise on a national and/or regional level, but for hyperlocal marketing, advertisers hone in on just a few blocks, streets, or specific zip codes. If your business is looking to grow locally, or you want to boost foot traffic, you might benefit from a hyperlocal marketing strategy that connects your target audience where […]

Are Virtual Sales Techniques Here to Stay?

Happy young man using laptop. Close-up.

The pandemic accelerated the technological evolution in many industries, the insurance industry included. For many carriers, IMO‘s and clients, the crisis has accelerated efforts to adopt a digital-minded approach.  This includes an effort to modernize infrastructure,  improve data capabilities and security, and embrace contactless, digital underwriting and claims processes. Success for businesses means adapting and […]

Key Lessons Learned from a Year of Virtual Workshops

A young man in a blue and black shirt sit in front of a computer with a notepad open, ready to take notes.

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 […]

Choosing a Compliance Partner (and why you should have one)

A young woman smiles and look at a computer on a desk. She sits in a bright room.

Regulatory compliance, risk assessment, and risk remediation for your business can be an overwhelming task. To simplify this process, some agents and advisors choose to partner with a compliance expert. Whether you choose to hire someone in-house or engage with a consultant, you will want to ensure they are right for your practice.  Agents and […]

3 Ways to Help Your Clients Spring Clean Their Finances

Multicolored cleaning supplies along with flowers to connote spring cleaning.

Spring cleaning is an effective way to create a fresh start, eliminate unnecessary items, and achieve the goals set earlier in the year. But it doesn’t have to stop there. Since people are already organizing their drawers, why not encourage your clients to do the same for their finances? Spring is a perfect annual reminder […]

How Can Advisors Play a Role in Closing the Financial Literacy Gap with Women Clients?

An older woman smiles with a row of bookshelves behind her. She wears a pink shirt.

It is important that advisors understand that women may present different educational needs and retirement planning strategies than men. Your female clients may not be aware of the contingencies related to the cost of long-term care and other factors that could affect retirement income.Nearing retirement is supposed to be an exciting time, the start of […]