Tier 4

platinum service

Taking your business to the next level

It’s time to make sure you stand out. We’ll focus on connecting you with more of your target audience and measuring the impact of your marketing. Adding services like radio and podcasts will amplify your presence and engage your prospects.

We will work to make you a trusted resource for your potential clients and help you increase your referrals. The marketing team works with you to create a tailored program using different channels to help you reach more people. Whether you need new promotional material or want to add podcasts to your marketing mix, our team will work closely with you to ensure your needs are met.

Marketing gallery

Branded Print Collateral (Cards, Stationary, Flyer, Folder)

The marketing team will create stationary, cards, notecards, and brochures to help educate your prospects about your services and company.

Custom Educational Print Collateral

DMI has a library of flyers, brochures, and checklists that will be available to you. These can all be branded to you and used online or printed as part of your company’s identity kit.

Branded Print/Digital Client Facing Collateral

This will consist of checklists, flyers and brochures. These educational documents are created by DMI and will be branded to you and sent out Via mailchimp or Constant contact. You will receive a proof before each email is sent out and may opt out of any email you don’t want to be sent out. You can use these branded materials on your website or print them to be used in your identity kit.

Branded Workshop Collateral

We provide turnkey workshops to put you in front of a room full of qualified prospects. Our system includes pre and post presentation tools designed to help you set more appointments and close sales efficiently.

Branded Videos

What Does Retirement Mean
to You?

Male Voice | 1:05

What Does Retirement Mean
to You?

Female Voice | 1:05

Avoiding the Risks
of Retirement

Male Voice | 1:17

Avoiding the Risks
of Retirement

Female Voice | 1:20

Create a
Lasting Legacy

Male Voice | 1:17

qualifications & guidelines

  • $15m Annuity FIA production annually OR $750k Life production annually
  • 1st case within 30 days of signing on
  • Must hit 50% of production requirement by 6 mos

Marketing Services

  • 400 hours per year with award-winning marketing team
  • Branded Identity kit - cards, stationary, etc.
  • Client facing printed + digital collateral
  • Custom educational print + digital collateral
  • Email signature to promote credibility
  • Email campaigns to engage with your existing contacts
  • Email Analytics + performance reports
  • Custom website + hosting
  • Website analytics
  • Website lead-gen + analytics
  • Online presence reports to view performance reports across the web
  • Workshop support + guidance from dedicated expert
  • Podcasts to get you in front of a growing audience
  • Social media content calendar
  • Access to Mentor Advantage Program
  • Radio production w/scripts
  • Video production w/voiceovers + scripts
  • Opportunities for marketing reimbursements to further support your marketing efforts