Choose a partner you can trust

We have a passion for nurturing financial advisors to reach their potential.
DMI was founded in 1989 to provide financial advisors three dynamic elements for success – Marketing to attract and retain customers; Sales to find solutions to client’s financial needs and support to close sales; Business Management to manage the back-office work needed to get policies issued and paid.

Tailored Focus

At DMI, you’re not just a number, you are our partner. We strive to develop long-term relationships and create growth opportunities for you to grow your business by educating you on the products and sales solutions that matter. We will work diligently to understand the nuances of your business and provide personalized support that makes it easier for you to sell and grow your business.

Carrier Partners

As an independent financial advisor, you aren’t beholden to any one company or set of product solutions. That’s why we’ve spent more than 25 years developing relationships with the industry’s most prestigious and trusted insurance carriers.

Time-Tested Values

DMI is anchored by a seasoned team that offers honest insights and recommends consumer-driven products that put critical advisor and client goals within reach. Meanwhile, we seek to eliminate costly administrative burdens to free up your time and resources to do more of what you love – both in the office and out of it.

Our Carriers

27
Years in Business
38
Carrier Partners
4
Exclusive Products
1
Overall Goal