services

Sales Consulting for Financial Professionals

Competition is tough. You need a team behind you that can keep you ahead of the pack by uncovering opportunities to grow your business.

You dedicated your career to helping your clients find solutions to their financial needs. That’s no easy task. You don’t need products pushed at you – you need the right product at the right time. You need sales ideas and closing strategies. We are here to meet those needs. Our Sales Consultants provide personalized service to match your business needs while never losing sight that your customers’ best interests are the basis for your business.

We provide you with a team of seasoned sales consultants who understand your challenges & offer solutions.

We provide you with a team of seasoned sales consultants who understand your challenges & offer solutions.

At DMI our sales consultants know products are important but we also focus on sales ideas, strategies, and uncovering new opportunities.

Life Insurance is about protection, preservation, and tax-free income. Whether it is protecting a young family through term insurance, creating a supplemental retirement plan using Indexed Universal Life, or preserving wealth through more complicated estate planning, our Life Sales Consultants design solutions that meet your clients’ specific needs.

Our Annuity Sales Consultants provide personalized service to match your business needs while never losing sight that your customers’ best interests are the basis for your business.

Presenting annuities to your clients in today’s environment demands unique solutions. Clients in or near retirement are in need of guarantees due to increasing longevity and the risk of outliving their savings. Annuities play an important role in their financial futures precisely because they protect them against those very risks. At the same time, new regulations and a focus on compliance challenge financial professionals in ways never before seen.