Powered By Blogger

Tuesday, June 26, 2012

100 Best Sales and Marketing Ideas 2012 (1-10)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (11-20)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (21-30)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (31-40)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (41-50)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (51-60)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

The DAI Annuity Center: More Flexibility, More Choices from North American Companies

http://myemail.constantcontact.com/More-Flexibility–More-Choices-from-North-American-Companies.html?soid=1108901228642&aid=XpEGJxuFExU. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: Annuity, Constant Contact, DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Insurance, Life Insurance, newsletter
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (61-70)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (71-80)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (81-90)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »

100 Best Sales and Marketing Ideas 2012 (91-100)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Read more
Visit our Google+ Page »
Just 34 percent say they are ‘very comfortable’ discussing life insurance with clients HARTFORD, Conn., – Financial advisors often miss the opportunity to speak to their clients about the important role life insurance products can play in financial planning, according to a recent survey by Saybrus Partners, Inc. The survey found that more than half … Read more.
Visit our Google+ Page »

The ‘health’ of a boomer’s retirement plan

Life Insurance Insider When thinking about the future of retirement and leaving a legacy behind for children and grandchildren, boomers characteristically stay optimistic and independently strong, thinking a financial crisis could never happen to them. While there are many events that could shatter retirement savings, one of the most daunting is an unexpected long-term care … Read more.
Visit our Google+ Page »

Annuity Carrier Exits: Tsunamis Or Small Waves?

The news that Andrew Moss is resigning from as chief executive of Aviva, Britain’s largest insurer, set off another round of annuity industry jitters. Those jitters get stirred up every time a major annuity carrier makes a market exit or announces a surprise departure from the top. But are changes of that magnitude cause to … Read more.
Visit our Google+ Page »

DAI News & Notes: Transamerica Reintroduces Trendsetter Portfolio

http://myemail.constantcontact.com/DAI-News—Notes–Transamerica-Reintroduces-Trendsetter-Portfolio.html?soid=1101728984258&aid=ak_4vB8OjNU.
Visit our Google+ Page »

DI Newsletter from DAI for June 2012

http://myemail.constantcontact.com/DI-Newsletter-from-DAI-for-June-2012.html?soid=1101728984258&aid=pi58g2XrPEo
Visit our Google+ Page »

Monday, June 18, 2012

Advisors: The ‘7 Most Important Equations’ on Retirement

Moshe Milevsky, below right, is a household name to financial advisors. Indeed, the York University finance professor and author of several well received books and innumerable articles, academic and popular, has become a rock star on the advisor lecture circuit. Why? It is Milevsky’s unique approach that has made him, in many advisors’ opinion, one … Read more
Visit our Google+ Page »

The DAI Annuity Center: Protection and Potential … Made Easier

http://myemail.constantcontact.com/Protection-and-Potential—–Made-Easier.html?soid=1108901228642&aid=CI47iZniITc. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: Annuity, Constant Contact, DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, newsletter
Visit our Google+ Page »

The Underwriting Corner: What You Should Know About Prescription Checks

Prescription checks are one of the best underwriting tools developed in many years. Knowledge of a person’s prescription history may enable an underwriter to forgo the need to order an APS in some cases. When an underwriter makes a prescription-check inquiry, an order is placed electronically and a report is returned almost immediately with a … Read more
Visit our Google+ Page »

Women particularly at risk when it comes to disability

The impact of disability can leave women, especially single women, financially vulnerable BRYN MAWR, PA – According to a new study released by The State Farm Center for Women and Financial Services at The American College, women, whether they’re working or a stay-at- home mom, single or married, women are most at risk both physically … Read more
Visit our Google+ Page »

Leverage the Power of GUL for Retirement and Estate Planning

Loaded with features, a multi-faceted solution for today’s planning needs The times are a-changin’, as Bob Dylan would say. Due in large part to the recession, many Americans are working longer into their ‘golden years’, have seen values in their homes and investment portfolios decrease, are supporting adult children and/or providing for the care of … Read more
Visit our Google+ Page »

Acting Aviva PLC CEO Hints at Sale of Business Groups

How social media is presenting meaningful business applications and expanding the concept of staying in touch Social media has exploded as a force in interpersonal communications and has provided the means for people to reach out to others on a scale never before imagined and at speeds never before envisioned. We are still in the … Read more
Visit our Google+ Page »

The evolution of connection

How social media is presenting meaningful business applications and expanding the concept of staying in touch Social media has exploded as a force in interpersonal communications and has provided the means for people to reach out to others on a scale never before imagined and at speeds never before envisioned. We are still in the … Read more
Visit our Google+ Page »

DAI News and Notes: Prudential’s Important Message

http://myemail.constantcontact.com/DAI-News—Notes–Prudential-s-Important-Message.html?soid=1101728984258&aid=tiX-lpjEKk8. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Insurance, Life Insurance, newsletter
Visit our Google+ Page »

DAI’s LTCi Newsletter for June 2012


http://myemail.constantcontact.com/DAI-s-LTCi-Newsletter-for-June-2012.html?soid=1101728984258&aid=5Lz_DNWqF7o. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Insurance, Life Insurance, Long Term Care Insurance, Long-term care, LTCi, newsletter
Visit our Google+ Page »

Monday, June 11, 2012

Leveraging the Need for Guarantees in Today’s Market

The weak economic recovery has left many consumers standing on the sidelines filled with uncertainty about their financial decisions—Is it the right time to buy a home? Is the job market stable enough to pursue new opportunities? Is it safe to invest in the stock market? The trends shaping today’s consumer purchasing decisions are the [...]Read More
View or comment on DAI Dworkin's post »

Insuring the Parents of Children with Special Needs

According to the most recent survey conducted by the U.S. Department of Health and Human Services, 13.9 % of children in the U.S have special health care needs. These needs vary and can include a range of conditions including chronic physical, developmental, behavioral, or emotional challenges. The special needs of these children typically require health [...]Read More
View or comment on DAI Dworkin's post »

Why should your clients buy critical illness insurance?

For clients who are building toward retirement, a life threatening condition could postpone their retirement, while a diagnosis could significantly affect or even eliminate retirement accumulation. What is critical illness insurance? It is protective coverage that pays a tax-free, lump sum benefit upon confirmed diagnosis of a covered critical, life-threatening condition. The benefit is paid [...]Read More
View or comment on DAI Dworkin's post »

LTCI options for uninsurable prospects

Although the climate is beginning to change for the positive, today’s long term care insurance (LTCI) marketplace is tough. It’s hard enough to even get people to the table to discuss the importance of this vital coverage. And when you do, it typically requires at least one very lengthy meeting (more likely two or three) [...]Read More
View or comment on DAI Dworkin's post »

Plan to Work after 65? Your Life Insurance May Have to “Work” as Well.

American workers plan to keep working past Age 65. If you’re one of them, will your life insurance also continue? The recent Transamerica Retirement Survey found that a majority of workers plan to work past age 65 (56%) and a majority (54%) plan to continue working after they retire. Just 39% believe they are building …Read more[...]
View or comment on DAI Dworkin's post »

Top 10 predictions for Life, Health and Annuity Agents in 2012

1. Indexed universal life (IUL) will continue to experience another double-digit increase and break through the $1 billion level 2. You will see more and more life insurance companies beginning to jump on the indexed universal life (IUL) bandwagon 3. Insurance companies that offer fixed indexed annuities and/or IUL indexed products will begin adding more … Read more[...]
View or comment on DAI Dworkin's post »

DAI’s Annuity Spotlight for June 2012

http://myemail.constantcontact.com/DAI-s-Annuity-Spotlight-for-June-2012.html?soid=1101728984258&aid=mF6tkvEMeyc. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: Annuity, DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Insurance, Life Insurance, newsletter [...]
View or comment on DAI Dworkin's post »

DAI News & Notes: Protective Life Destroys Barriers

http://myemail.constantcontact.com/DAI-News—Notes–Protective-Life-Destroys-Barriers.html?soid=1101728984258&aid=2Ni3MognfX8. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Insurance, Life Insurance, newsletter [...]
View or comment on DAI Dworkin's post »

Insurers: Improving Distribution Still Key



Continued slow economic growth places a new priority on servicing distribution channels and improving service to agents, according to a new report. In a business environment marked by increased customer demands, insurers have been forced to continuously monitor and revise their distribution strategies. One of those strategies is to provide excellent service to the producer [...]
View or comment on DAI Dworkin's post »

Monday, June 4, 2012

The Paperwork Butterfly Effect: A Ripple Felt All The Way To The Carrier





The butterfly effect is when one small act has inconceivable and momentous rippling consequences that are significantly larger than the small act in and of itself. Have you ever experienced the effect ...
View or comment on DAI Dworkin's post »

Health Insurance Agents Riding The Wave Of Life


Like it or not, health care reform is rap idly changing the terrain of our industry. The Patient Protection and Affordable Care Act (PPACA), nicknamed Obamacare by the media, became effective in January...
View or comment on DAI Dworkin's post »

Disability Insurance Insights…The Fortune In Selling Disability Income Protection


According to the latest count from the U.S. Census Bureau, the population of the United States is 308,745,538 and growing. It is estimated that 188 million of those people are income earners. According...
View or comment on DAI Dworkin's post »

What's a L.I.R.P?


Americans are watching with a growing sense of dread as our nation's debt levels continue to spiral out of control. In just 15 short years, we've gone from budget surpluses to more than $15 trillion of...
View or comment on DAI Dworkin's post »

The DAI Annuity Center: SPIA Rates are HOT!


http://myemail.constantcontact.com/SPIA-Rates-are-HOT-.html?soid=1108901228642&aid=oziZMthxtZU. Filed under: DAI, DAI Life Brokerage Services Tagged: Annuity, DAI, DAI Life Brokerage Services, Dworkin ...
View or comment on DAI Dworkin's post »

Boomers and retirement savings: the Good, the Bad and the Ugly




by Katie Libbe for the May 01, 2012 issue of Senior Market Advisor The Boomer Issue As the retirement landscape in America continues to evolve, baby boomers are finding themselves facing a future where...
View our Google+ Page »