DMD Financial Agency
DMD FINANCIAL
Independent Insurance.
Built to Grow.
Who we are
The Agency
DMD Financial Agency helps independent insurance professionals grow through carrier access, training, technology, and hands-on support.
With nearly four decades of combined experience in the financial industry, we are dedicated to transforming lives through financial education. But we don’t stop at education, we build leaders. Through mentorship, coaching, and business development, we empower individuals to launch their own agencies, generate income, and build generational wealth.
Our mission is to equip individuals, families, and businesses with the knowledge and tools to build lasting financial independence. We lead an agency of over 2,000 licensed agents across the U.S., Canada, and Puerto Rico — with a vision to grow to 100,000 strong. Together, we're committed to expanding access to the right financial products and services, creating real impact in communities everywhere. Rooted in the values of Faith, Family, Finance, Fitness, and Freedom, our journey is about more than success — it’s about creating a legacy of purpose, vision, and empowerment in the financial world.
The power of choice
Our Partners
Powered by Possibility
Built on strong relationships. Backed by established brands. Driven by a shared commitment to helping agents build their businesses and families plan for the future.
LIFE ↗Integrity GroupConnecting insurance expertise, technology and a nationwide partner network to help agents serve families with life, health and wealth solutions.
INVESTMENTS ↗Integrity WealthA flexible wealth management platform supporting advisors with investment solutions, technology and resources to help clients plan for their financial future.
ANNUITIES ↗QuantumSupporting financial professionals with annuity and life insurance solutions, education and business resources to help clients prepare for retirement.
RESOURCES ↗One Resource GroupAn insurance brokerage resource offering product access, underwriting expertise and case support across life insurance, annuities, disability income and long-term care.
What we stand for
Core Values
Our values guide every agency we build, every leader we develop, and every family we serve because the legacy we build together should strengthen our generations.
We never give up
Determination
D
We actively fuel the relentless drive required to push past every barrier, ensuring we navigate challenges with resilience because quitting is simply never an option.
Honesty over personal gain
Integrity
I
We earn your trust daily by consistently executing every action the right way, holding ourselves accountable to uncompromising ethical standards even when no one is watching.
Positive environment
Attitude
A
We intentionally cultivate a positive environment that transforms everyday workplace obstacles into powerful competitive advantages, fueling massive momentum and continuous growth across our entire organization.
No family left behind
Mission
M
We operate with an unwavering focus dedicated to giving every single family a genuine opportunity to thrive, creating a lasting generational legacy through our impactful work.
Environment for Entrepreneurs
Opportunity
O
We purposefully build the ultimate, resource-rich ecosystem designed specifically for hungry, driven entrepreneurs to effectively turn their boldest ambitions into scalable, highly successful real-world executions.
Strength through unity
Nobility
N
We achieve extraordinary, industry-leading results by intentionally lifting each other up daily, firmly rooted in the shared belief that true greatness stems from unbreakable collective teamwork.
Winning is who we are
Domination
D
We completely refuse to settle for second place in anything we do, setting the definitive standard for excellence and commanding our market because winning defines our identity.
Faith, Family, Finance, Fitness, and Freedom
The Five F's
F
We empower you to unlock complete life alignment and lasting independence by masterfully balancing the critical pillars of faith, family, finance, fitness, and freedom ~ in that order!
Where there is no vision
there is no hope
Our Vision
V
100,000 LICENSED AGENTS!
What we do
Our Services
Explore products and planning services for protection, retirement, and life’s important milestones.
-
Term Insurance
Protection for a set period -
Permanent Insurance
Life insurance for long term needs -
Final Expense
Help with end of life expenses -
Living Benefits
Eligible benefits during your lifetime -
Annuities
Planning for retirement income -
Wills & Trusts
Legacy planning with qualified professionals -
College Planning
Prepare for education costs -
Debt Settlement
Explore options for resolving debt -
Business Owner Tax Strategies
Tax planning with qualified professionals -
Health Insurance & Medicare
Explore your coverage options
Real people making real change
Team DMD
Behind DMD is a team that values relationships, shared purpose, and the people we serve. We bring different perspectives to a common goal: helping professionals build their next chapter and families plan for theirs.
Juan Jaime
CEO & Founder
Veronica Jaime
COO & Founder
Arturo Carabes
IT / Marketing
Maria Pacheco
Agent Support Specialist
Joshua Flores
Compliance Manager
Jeannette Rocha
Operations Manager
Valerie Hernandez
Licensing Coordinator
( FAQ )
Got Questions?
Transparency and open communication are at the heart of how we work. That’s why we believe in answering your questions honestly and thoroughly before we even begin working together.
Got Questions? We've Got Answers!
Have questions about our process, products, or services? Here are some quick answers to help you understand how we work and what to expect from the collaboration.
- How it works – Get clear and simple explanations.
- Need support? – Reach out, and we’ll respond quickly.
- Looking for details? – Browse through our FAQs for instant answers.
We believe that clarity is key. Whether you’re curious about our services, need assistance, or just want to know more, we’re here to help!
An IMO connects independent insurance professionals with insurance carriers, products, and business resources. It helps agents navigate contracting, access support, and build their businesses while serving their clients.
Start by contacting our team. We’ll learn about your goals, discuss the opportunity, and walk you through the next steps for licensing, onboarding, and carrier contracting.
No. You can begin your journey with DMD before you’re licensed. We offer proven study materials and practical study techniques to help you prepare for your state’s insurance licensing exam. Before selling or soliciting insurance, you must complete the required licensing, training, and carrier approvals.
Yes. Through our relationships with Integrity and One Resource Group (ORG), DMD connects agents with technology and marketing resources designed to simplify daily business and support growth. Available resources include client management, quoting and electronic applications, customizable marketing materials, and tools for tracking cases and commissions. Our team will help you get started and explain which resources are available to you, including any requirements or costs.
Yes. We offer comprehensive training four to five days a week in both English and Spanish. Whether you’re new to the industry or an experienced agent, our training is designed to strengthen your knowledge, build confidence, and help you grow your business.
No. At DMD, we offer two paths for growth: the personal producer route and the agency builder route. You can advance by focusing on your own production or by building and supporting a team. Whichever path fits your goals, there’s a place for you at DMD.