Elevate your practice with personalized support.
Offer Client Estate Plans & Raise Your Profits
Your business can provide comprehensive attorney-drafted estate plans to clients. Add a new income stream to your practice and differentiate yourself from the competition. Raise your profits — Offer Estate Plans to clients as part of a holistic financial plan.
Stay ahead of the pack with DMI Marketing’s experienced sales consulting team. We have over 30 years of experience helping financial professionals grow their business with consulting and assistance in annuity and life insurance sales and wealth management.
Setting up a successful financial services marketing strategy requires a partnership. We take the time to understand your business and your need to attract new clients. Our goal is to help grow your business and put you in front of more qualified prospects.
Our operations support team handles every aspect of back-office work so you can focus on your next sale. DMI’s operations support team focuses on new business strategy, carrier contracting and commission pay outs.
Case Management | Underwriting | Commissions | Licensing | Contracting
in the Industry.
DMI University has been established to share value-driven content, carefully curated for your continued education as leaders in the annuity and life space. This complimentary resource is created for financial professionals who do not have a relationship with DMI.