Elderly Financial Exploitation: How to Identify & Steps to Take to Protect Your Client
Elder financial exploitation or mistreatment has become more prevalent in recent years. A study by the National Adult Protective Services Association (NAPSA) shows that one in twenty seniors has reported some form of financial mistreatment in the past year. In many
Planning for College? Use Life Insurance to help with College Cost
Think back to when you graduated college. Do you remember how much it cost a year? Did you pay for it or have help paying for it? Did you have loans or grants to help offset the cost? Planning for the
Your Four Obligations under NAIC’s “Best Interest” Model Regulation
Editorial Note: Please note that information in this blog is not meant to address all aspects of the Model Regulation, or any variations in individual state laws or regulations, and should not be considered legal advice. View additional resources, including
How You Can Benefit From Adding Podcasts To Your Marketing Plan
DMI | Marketing, podcast The benefits of adding a podcast to your marketing plan are numerous. A podcast can diversify your marketing, reach new audiences, provide insight into the internal workings and expertise of your organization, add credibility to your
2020 Reflections from DMI
In an unparalleled year, DMI focused on what we do best; we helped our agents grow their business by providing dynamic elements for success. In 2020, we innovated our best-in-class products, award-winning marketing services, sales consulting, and back-office operations support. We developed new skillsets, explored
A 2021 Regulatory Outlook: 4 Critical Areas for Agents and Advisors
Maureen James – Co-owner/Principal at Summit Compliance Group, LLC | Compliance, Data Security, Risk Assessment, Regulation, Best Interest Rule “If you think compliance is expensive – try non-compliance.” – Former US Deputy Attorney General, Paul McNulty Compliance tends to get