marketing services
100% done-for-you social media marketing: Social Media can help you grow your financial services practice, gain referrals, and improve customer retention. Now is your opportunity to stand out from the crowd and do something different with your social posts. The DMI team will create custom content into your auto publishing calendar with a mix of downloadable content, holiday messages, and customized messaging specific to your brand. All posts will be reviewed, proofed, and approved by our compliance partner prior to publishing on your social accounts.
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.