Three Tips for Year-End Financial Planning
DMI | Financial planning, taxes 2020 is officially wrapping up. From market volatility to global challenges like the COVID-19 pandemic, this year has been full of ups and downs. It’s more important than ever to ensure your financial planning is
How to Give Back This Holiday Season
The holiday season is full of excitement and wonder, but it can also be stressful for many families. Giving back to your community is a great way to spread joy while providing help to those in need. The COVID-19 pandemic
Tips for a Successful First Client Meeting
Asking the right questions during a fact-finding meeting is key to impressing your clients, allowing you to start your relationship off on the right foot. Read on to learn more about the importance of first meeting fact-finders, including tips on making
How to Stay Connected in a Virtual World
The COVID-19 pandemic has significantly increased our reliance on virtual meeting software. Video conferencing giant Zoom saw daily users increase from 10 million (prior to the COVID-19 pandemic) to 300 million on April 21st, 2020. The use of virtual meeting
Life Insurance Awareness Month
What is Life Insurance Awareness Month? Life Insurance Awareness Month was created by the non-profit organization, Life Happens, to remind Americans to add life insurance to their financial plans. Hundreds of financial professionals and industry groups across the country join
The Importance of a Having a Blog
Most business owners in this day and age understand how important an online presence is. Bill Gates said it best, “If your business is not on the internet, then your business will be out of business.” Of course, the first