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Friday, December 21, 2012

DAI News & Notes: Happy Holidays from DAI


DAI News & Notes: Happy Holidays from DAI
http://myemail.constantcontact.com/DAI-News—Notes–Happy-Holidays-from-DAI.html?soid=1101728984258&aid=cnBOSyyyh4g.

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DI Newsletter from DAI for December 2012


DI Newsletter from DAI for December 2012
http://myemail.constantcontact.com/DI-Newsletter-from-DAI-for-December-2012.html?soid=1101728984258&aid=QDJ8HPyCHPg.

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DAI News & Notes: Protective Life: Still ...


DAI News & Notes: Protective Life: Still the Choice for UL
http://myemail.constantcontact.com/DAI-News—Notes–Protective-Life–Still-the-Choice-for-UL.html?soid=1101728984258&aid=guBV9Vc0_Ds.

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ACSI: customer satisfaction with life insurers...


ACSI: customer satisfaction with life insurers attains record high
Stable premiums helped to push customer satisfaction with life insurance companies to a record high, new research by The American Customer Satisfaction Index reveals (ASCI). ACSI Managing Director David...

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The life insurance fiscal cliff: The end ...


The life insurance fiscal cliff: The end of a tax-preferred product class?
(AP Photo/Carolyn Kaster, File) The potential elimination of many tax preferences currently afforded life insurance is one facet of today's fiscal cliff discussions that is often overlooked. Current proposals...

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Estate planning for young families


Estate planning for young families
Many young families put off estate planning. If asked, they may say they are too young, healthy or can't afford it. Some have trouble just thinking about what could happen if they should die while their...

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Selling final expense in a growing market...


Selling final expense in a growing market | LifeHealthPro
Selling final expense in a growing market | LifeHealthPro. Filed under: DAI, DAI Life Brokerage Services, LifeHealthPro Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates ...

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The DAI Annuity Center: It’s New – Genworth...


The DAI Annuity Center: It's New – Genworth Financial CapMax – Have you heard about it?
http://myemail.constantcontact.com/It-s-New—Genworth-Financial-CapMax—Have-you-heard-about-it-.html?soid=1108901228642&aid=kz5cQDLRapk. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged...

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Life agents: Are you ready for the multi-...


Life agents: Are you ready for the multi-channel consumer? | LifeHealthPro
Life agents: Are you ready for the multi-channel consumer? | LifeHealthPro. Filed under: DAI, DAI Life Brokerage Services, LifeHealthPro Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin...

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Infographic: Consumers just don’t understand...


Infographic: Consumers just don't understand | LifeHealthPro
Infographic: Consumers just don't understand | LifeHealthPro. Filed under: DAI, DAI Life Brokerage Services, LifeHealthPro Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates...

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Industry Survey 2012: One Size Does Fit All...


Industry Survey 2012: One Size Does Fit All
By Maria Wood and David Vogin From the December 2012 issue of Senior Market Advisor • Maria Wood, LifeHealthPro.com's Annuities Channel Editor, has been a journalista and writer for over 20 years. Whether...

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Insurance News – Genworth Names New CEO


Insurance News – Genworth Names New CEO
Insurance News – Genworth Names New CEO. Filed under: DAI, DAI Life Brokerage Services, Genworth Financial, insurancenewsnet.com Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates...

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DAI’s LTCi Newsletter for December 2012


DAI's LTCi Newsletter for December 2012
http://myemail.constantcontact.com/DAI-s-LTCi-Newsletter-for-December-2012.html?soid=1101728984258&aid=8APaVe2D934. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: DAI, DAI Life...

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U.S. Life Insurers Stable for 2013


U.S. Life Insurers Stable for 2013
Strong balance sheet fundamentals and improved liquidity profile contribute to Fitch Ratings stable outlook for the sector.

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Monday, December 17, 2012

Disability Insurance Insights…The Essence...

Disability Insurance Insights…The Essence Of Key Person Planning
Key person coverage is a business insurance that has been prescribed very readily on the life insurance side of our industry, and sales are actually good. However, the adoption of key person disability...

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Insurance News – MetLife Is Top Life Writer...

Insurance News – MetLife Is Top Life Writer In 3Q
Insurance News – MetLife Is Top Life Writer In 3Q. Filed under: DAI, DAI Life Brokerage Services, insurancenewsnet.com Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc...

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The DAI Annuity Center: 12 Good Reasons To...

The DAI Annuity Center: 12 Good Reasons To Take A Look
http://myemail.constantcontact.com/12-Good-Reasons-To-Take-A-Look-.html?soid=1108901228642&aid=EziDUOMvJzo. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: Annuity, DAI, DAI Life...

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Planning For A New Type Of Client: The Non...

Planning For A New Type Of Client: The Non-Retiring Retiree
The baby boomer generation always has been one to buck tradition. So it's no surprise the same holds true in its approach to retirement. Each day 10,000 boomers hit the traditional retirement threshold...

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RMDs: A clear and present danger to a retirement...

RMDs: A clear and present danger to a retirement plan
RMDs are dangerous to seniors' financial health. The solution? A lifetime income annuity. Although they might claim that they are here to help boomers and seniors retire, are you sure that the government's...

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Tech Support

Tech Support
Afraid to jump on the technology bandwagon? Don't be. Financial planner Bill Winterberg says he can understand why many of his peers treat new technology as warily as they would an investment recommendation...

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MVAs: Most Valuable Annuity?

MVAs: Most Valuable Annuity?
Annuity Insider What on earth is an MVA? According to Barron's Insurance Dictionary, a Market Value Adjustment is "an increase or decrease in the surrender charge of the life insurance policy or annuity...

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Life Insurance: Protecting The Family And...

Life Insurance: Protecting The Family And The Business
For the self-employed, having adequate life insurance is essential. As tempting as self-employment can be, the reality is that it takes up every available hour—especially in the start-up phase. With the...

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Who buys LTCI?

Who buys LTCI?
LTCI Insider Who should I be targeting for long-term care insurance? What are the surveys and studies showing about who is buying this protection and why? America's Health Insurance Plans (AHIP) periodically...

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DAI News & Notes: What is the Future of GUL...

DAI News & Notes: What is the Future of GUL Products?
http://myemail.constantcontact.com/DAI-News—Notes–What-is-the-Future-of-GUL-Products-.html?soid=1101728984258&aid=Nq6Fy-Yvo-0. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: Constant...

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DAI’s LTCi Newsletter for December 2012

DAI's LTCi Newsletter for December 2012
http://myemail.constantcontact.com/DAI-s-LTCi-Newsletter-for-December-2012.html?soid=1101728984258&aid=8APaVe2D934.

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Monday, December 10, 2012

How To Handle A Long-Term Care Insurance ...

How To Handle A Long-Term Care Insurance Rate Increase - | Nerd's Eye View
As the long-term care insurance industry continues to struggle in today's low interest rate environment, a growing number of clients who bought long-term care insurance in the past are getting notific...

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Don’t let Google be your clients’ financial...

Don't let Google be your clients' financial advisor | LifeHealthPro
Don't let Google be your clients' financial advisor | LifeHealthPro. Filed under: DAI, DAI Life Brokerage Services, LifeHealthPro Tagged: Annuity, DAI, DAI Life Brokerage Services, Dworkin Associates, ...

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10 estate planning tasks your client should...

10 estate planning tasks your client should do before 2013 | LifeHealthPro
10 estate planning tasks your client should do before 2013 | LifeHealthPro. Filed under: DAI, DAI Life Brokerage Services, LifeHealthPro Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin...

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The 9 lives of second-to-die

The 9 lives of second-to-die
By Louis S. Shuntich, J.D., LL.M for LifeHealthPro.com. Louis S. Shuntich, J.D., LL.M., is senior vice president, Advanced Planning, Lincoln Benefit Life Company, Second-to-die life insurance, also called...

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Building a Successful Retirement Plan

Building a Successful Retirement Plan
Evaluate your client's lifestyle's needs and conduct an income resources inventory. Helping a client create, implement and enjoy a successful retirement plan can be one of the most rewarding and appreciated...

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Selling Long-Term Care in Today’s Market

Selling Long-Term Care in Today's Market
A catastrophic long-term-care event can wipe out even the most carefully planned retirement, if there is no contingency in place. Three experts offer advice on how to help your clients get coverage affordably...

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Life Insurance Industry Has Four Ways To ...

Life Insurance Industry Has Four Ways To Survive
NEW YORK, Nov. 27, 2012 /PRNewswire/ –The life and pensions sector is facing a rapidly-evolving and competitive environment. According to PwC US's "Life Insurance 2020: Competing for a Future" report, ...

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DAI News & Notes: Year-End is Fast Approaching...

DAI News & Notes: Year-End is Fast Approaching…
http://myemail.constantcontact.com/DAI-News—Notes–Year-End-is-Fast-Approaching—.html?soid=1101728984258&aid=tGwo8Ibw70g. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: Constant...

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The Last Word On LTCI…The Reveal

The Last Word On LTCI…The Reveal
Let's begin this month's great reveal with a reminder of what we are doing and why. There is an astronomical caregiving debt that will come due for baby boomers, and everyone must understand that bill ...

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Senators resolve to save retirement products...

Senators resolve to save retirement products from cliff | LifeHealthPro
Senators resolve to save retirement products from cliff | LifeHealthPro. Filed under: DAI, DAI Life Brokerage Services, National Underwriter Life & Health Magazine Tagged: DAI, DAI Life Brokerage Services...

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DAI’s Annuity Spotlight for December 2012

DAI's Annuity Spotlight for December 2012
http://myemail.constantcontact.com/DAI-s-Annuity-Spotlight-for-December-2012.html?soid=1101728984258&aid=kS0ZvyiA8eQ. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: Annuity, Constant...

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Tuesday, December 4, 2012

Insurance News – AG 38: The Death Knell For...

Insurance News – AG 38: The Death Knell For UL Guarantees?
Insurance News – AG 38: The Death Knell For UL Guarantees?. Filed under: DAI, DAI Life Brokerage Services, insurancenewsnet.com Tagged: AG 38, DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin...

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DI Newsletter from DAI for November 2012

DI Newsletter from DAI for November 2012
http://myemail.constantcontact.com/DI-Newsletter-from-DAI-for-November-2012.html?soid=1101728984258&aid=Nup00C81HeM. Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: DAI, DAI Life...

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Long-term care: What’s at risk?

Long-term care: What's at risk?
Clients who lack a plan for long-term care costs create complications for themselves, their retirement plans and their friends and family. By Steve Schoonveld from the November 1, 2012 issue of Life Insurance...

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Sharpening the focus on a dynamic year for...

Sharpening the focus on a dynamic year for LTCI
Three top-level advisors share what's working for them in the current long-term care insurance market. By Charles K. Hirsch, CLU from the November 1, 2012 issue of Life Insurance Selling • Charles K. Hirsch...

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