marketing services
You probably have an old database with hundreds to thousands of names of financial planning or life insurance customers or prospects that never went anywhere. What are you doing with those names and emails? Life circumstances change and by reactivating those leads you may discover a new cache of untapped customers. With our Reactivation Program, you can market to your database of contacts on a monthly basis with tailored content just for your prospects and customers.
recent blog posts
When was the last time you had a client say they wanted to pass money on to their children or grandchildren? If you are like most financial professionals, it was probably very recently. According to an Ameriprise Financial Survey, “77% of […]
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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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1 https://www.prudential.com/financial-education/4-percent-rule-retirement#:~:text=The%20%E2%80%9C4%25%20rule%E2%80%9D%20is,out%20%2440%2C000%20the%20first%20year.