We've got an exclusive Sandler Discovery Webinar on 2/19. Tell us YOUR go-to discovery questions. (Registration ?? for the free webinar in the comments).
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DMI
金融服务
Hingham，MA 3,046 位关注者
35 years of helping financial agents and advisors grow their business
关于我们
DMI, an independent marketing organization and field marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: annuity marketing services and life insurance marketing services, sales consulting, and operations. Marketing to help attract and retain your customers. Sales for solutions to your client's financial needs and support to close sales; Business Management to manage the back-office work so you get policies issued and paid quickly. At DMI, we believe YOUR SUCCESS is OUR SUCCESS. The content of this account is intended for licensed financial professionals only. It is not intended for the general public.
- 网站
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https://www.dmi.com
DMI 的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Hingham，MA
- 类型
- 私人持股
- 创立
- 1989
- 领域
- Insurance Marketing、Fixed Index Annuities、Life Insurance、Long-Term Care、Retirement Income Planning、Administrative Services、Social Security Income Planning、Advanced Planning Techniques、Portfolio Optimization、Marketing、Webinars、Prospecting、Business Growth、Thought Leadership、Estate Planning for Financial Professionals、Lead Generation、Social Security Optimization、FIA、MYGA和Portfolio Allocation
地点
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主要
获取路线
50 Derby Street
Suite 250
US，MA，Hingham，02043
DMI 员工
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R. Glen Setchfield
Vice President Marketing at DMI - Our Success Is Your Success
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Brian Donahue
DMI "Experience Results"
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Debbie Wade
Administration Specialist "Experience Results"
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Edward Martin
Seasoned Annuity Case Manager with 30 years of experience seeking new opportunities in the Annuity and Life Insurance Industry.
动态
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INVESTMENT MYTHS DEBUNKED with Laurence Black on 4/2 REGISTER NOW https://loom.ly/coIqEZs The founder of The Index Standard who built risk models for Barclays, Lehman Brothers, and Deutsche Bank is bringing 122 years of data that prove FIAs aren’t just an alternative to bonds and CDs—they actually outperform them over the long term. #FIA #webinar #financialprofessional
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Advisors who implement RAO aren’t just surviving in this industry—they’re dominating. Check out DMI's latest blog... https://loom.ly/-0kxGc8 #RAO #assetoptimization #retirementincome
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How did 2 advisors ???????????????? ?????? ???? $??????+ ???? ???? ?? ??????????? By strategically layering in Social Security, FIAs, & existing portfolios, you can unlock dramatically higher retirement income—while slashing costs by about half. How Russ & Mike Cracked the Code: ?? Increased their AUM by $100MM+ in 2 years using this precision-driven approach ?? Distilled it into a repeatable, scalable workflow ?? Now, they’re pulling back the curtain—for free REGISTER FOR THE 3/20 WEBINAR NOW ?? https://loom.ly/ZzMM1U8 #RAO #retirementincome #21stCenturyStrategies
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It's all about Options & Transparency! https://loom.ly/ImsTxRA
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50% of business owners have no exit plan. That’s a massive, untapped opportunity for you. ?? Watch this quick video https://loom.ly/k5ybodw — We promise it’ll be worth your time. In just 60 seconds, Joshua Rhem will show you: ? Why business owners desperately need your help ? How you can step in with done-for-you marketing & sales tools ? What this could mean for your book of business #businessclients #businessmarket
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"RAO flips the model upside down. It’s a proactive, strategic approach that turns retirement assets into a dynamic, tax-efficient income system." READ ON... #retirementincome #RAO #21stcenturystrategy Erick Lindewall
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DMI has a Best-in-Industry game-changing webinar program... Just ask Declan Donahue csscs?.
?? Why Online Webinars Are a Game-Changer for Financial Advisors ?? As an IMO, we have a job to help financial advisors grow their businesses by providing them with the best resources and support. One of the most successful marketing strategies we've found is hosting online webinars. Here's why: 1. Lower Upfront Costs Webinars: Hosting a webinar is much more cost-effective than organizing in-person events. The only essential costs are related to the webinar software platform (many affordable options exist), promotional efforts, and possibly a speaker or presenter if you're not doing it yourself. There's no need to rent a venue, cover travel expenses, or buy physical materials, all of which can add up quickly with in-person events. In-Person Workshops/Dinners: These events require significant upfront investment for venue rental, catering, travel, accommodation, and printed materials. Even a relatively small in-person gathering can cost hundreds to thousands of dollars, depending on the location and scale of the event. 2. Scalability and Reach Webinars: A single webinar can easily accommodate dozens, hundreds, or even thousands of attendees from all over the country or even internationally. This allows advisors to engage a much larger audience without worrying about the logistics of travel or limited seating. In-Person Workshops/Dinners: Typically, in-person events have a cap on the number of attendees due to venue space. Even if you're hosting multiple events, the overall reach is still limited compared to the virtual audience that webinars can draw. 3. Time and Geographic Flexibility Webinars: Webinars offer flexibility for both the organizer and the attendees. Advisors can host webinars at any time, whether it’s during business hours or in the evening. Attendees can also join from the comfort of their own home, making it easy for them to participate without time or geographic constraints. This means webinars can reach a broader range of potential clients. In-Person Workshops/Dinners: Scheduling these events requires coordination of location and time, and often attendees must adjust their schedules to participate. Additionally, attendees may be less inclined to travel long distances for an event, limiting your audience size. #Marketing #Finance #RetirementPlanning #Prospecting #Webinars #Workshops #MarketingStrategies
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DMI 转发了
RETIREMENT RISKS ARE REAL. NOW, SO IS THE SOLUTION. One product can help solve them all. ? Protect against Social Security cuts ? Generate lifetime income ? Cover health-related expenses ? Enhance legacies Call Declan Donahue csscs? at 781.919.2337 for 1 product that solves 4 HUGE retirement risks. #retirementrisk #retirementincome #retirementplanning
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RETIREMENT RISKS ARE REAL. NOW, SO IS THE SOLUTION. One product can help solve them all. ? Protect against Social Security cuts ? Generate lifetime income ? Cover health-related expenses ? Enhance legacies Call Declan Donahue csscs? at 781.919.2337 for 1 product that solves 4 HUGE retirement risks. #retirementrisk #retirementincome #retirementplanning
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