When it comes to investing, a key consideration is the yield (or return) expected on investments. It’s important to understand that not all yields are created equal, especially when taxes are involved.
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Every advisor and agent has a few planning gaps that are easy to acknowledge… and even easier to postpone. Long-term care is the big one. Not because you don’t believe in it.Because the conversation tends to break down in the same […]
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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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