The U.S. Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) recently implemented “Improving Investment Advice for Worker & Retirees,” an exemption for investment advice fiduciaries. The DOL’s definition of fiduciary is another regulatory requirement that retirement advisors act in the best interests of their clients and put their clients’ interests above their own. The […]
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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. […]
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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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