Money in Motion The information about a maturing annuity reaches your client either way. Here is a three-step method for finding, matching and moving the contracts coming due in your book. Step 1 Find it Every contract from 2023 or earlier, sorted by call date. Step 2 Match it Three questions that point to a […]
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Money in Motion The information about a maturing annuity reaches your client either way. Here is a three-step method for finding, matching and moving the contracts coming due in your book. Step 1 Find it
A five-year contract is earning 6%. How much more would you need to expect from equities to take the risk instead? 6.00% Guaranteed each year for five years, available today from A-rated carriers + ? The extra return you’d require for accepting […]
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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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