Using Testimonials? Review Your Marketing Rule Readiness and Compliance
In December of 2020, the Securities and Exchange Commission released a new rule designed to “modernize” the advertising and cash solicitation rules, Rule 206(4)-1 and Rule 206(4)-3, respectively, More than forty years without an update, many advisors eagerly awaited the new rules, designed to replace the existing rules to better reflect the current digital landscape […]
Powerful Conversation Starters and Marketing Tools to Jumpstart Client Conversations
DMI’s Director of Marketing Glen Setchfield recently gave us a sneak peek of the upcoming DMI University Retirement Income Protection Two-day Webinar Series. This upcoming webinar will highlight how to deploy AIG’s effective, multi-faceted Campaign in a Box with several great Conversation Starters to pave the wave for new life insurance conversations with your clients. […]
Impact Investing: What It Is and How It Can Impact Your Clients Retirement
Driven by Millennials and Gen X interest, impact investing can act as a catalyst for retirement saving as individuals focus on a impactful investment —from sustainable agriculture to renewable energy, conservation, and micro-finance. In addition to the macroeconomic trends in sustainable investing, updates from regulatory agencies, shifting consumer investor preferences, and demographic changes across the […]
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
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
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
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
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?
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
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 […]