OUR SERVICES
Marketing Services:
Wholesaling- Our wholesalers are intimately involved with our advisorsโ long-term business goals. We listen to and respect each advisors individual needs, then offer insights for growing their business through case design, reviewing existing books and uncovering opportunities often missed by advisors who donโt have a partner, like DMI, who is invested in their long-term success. DMI provides lasting solutions for advisors and ultimately their clients. Our advisors recognize our experience delivers measurable results. Design Services- At DMI, we understand all businesses โ large or small โ need to promote their products and services to attract new clients while having a consistent brand their existing customers recognize. We also respect the amount of time, money, and effort small businesses have to invest to develop a successful brand. DMI provides our qualified advisors the opportunity to save time and money by utilizing our design services team. Whether our advisors need creative promotional pieces to use with existing or prospective clients or a newly designed website to let the world know what they have to offer, DMI designers provide another service that helps our advisors succeed. Administration Services:
New Business- DMI provides complete administration services allowing our valued advisors to keep doing what they do best โ sell. The sale isnโt over when an application is taken. Our annuity and life case managers take personal responsibility for all post-sale requirements to ensure clientsโ policies are issued quickly, hassle-free and accurately. DMI life case managers work directly with underwriters to secure the best offer possible. Every application entrusted to DMI is directly tied to our advisorsโ income and ultimately to DMIโs continued success. Contracting- We invest in the newest advisor-driven technology that allows our advisors to complete one appointment questionnaire for all carriers. Our contracting specialists generate and submit completed appointment forms to the carriers saving our advisors time and money. Commissions- Our advisors appreciate our commitment to consistently improve ways to get their commissions paid as quickly as possible. All of our advisors agree that having a commission specialist dedicated to ensuring they are paid correctly and timely is one of our most appreciated services.
