[ Tailored Focus ]

At DMI, you’re not just another advisor or a number used to hit an arbitrary goal.

We strive to develop long-term relationships with those we serve, and find ways to elevate your practice by educating you on the products and sales solutions that matter. We’ll work to understand the nuances of your business and provide personalized support that makes it easier for you to do your job better.

Through the intelligent and proper use of fixed insurance products, we can help you become the go-to advisor for clients who want and need to do business with you. Most importantly, you can experience the peace of mind that comes with having a team of experts working to help ensure your personal and professional goals are met.

Successful business partnerships are built on trust, tangible results, and consistency.

[ Carrier Partners ]

We’ve spent 30 years developing relationships with the industry’s most prestigious and trusted insurance carriers.

As an independent financial advisor, you aren’t beholden to any one company or set of product solutions. DMI’s carrier partners share our core values and our commitment to offering advisors a competitive but consumer-minded portfolio. With easy access to the tools and strategies you need to conduct smart business, you can outperform expectations and outpace the competition.

Take the first step to grow your business.

[ Time-Tested Values ]

DMI is anchored by a seasoned team, offering you honest insights, consumer-driven products, and strategies to put your goals within reach.

We are committed to earning your business, and going above and beyond to keep it. We’re proud to work with advisors across the country who follow these same ideals when serving clients. 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.