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5 Tips for a Successful Executive Benefits Sale
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The Self-Owned Option Benefit plans specially designed by employers for key employees and executives are often times intended to help recruit, retain and reward. These plans provide financial benefits,...
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DAI Life Brokerage Services (www.dworkin.com) gives you an advantage in every Life Market with the latest insurance news from around the web!
Monday, April 30, 2012
5 Tips for a Successful Executive Benefits...
THE INNOVATIVE WORKPLACE: YOUNG AND OLD –...
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THE INNOVATIVE WORKPLACE: YOUNG AND OLD – Taking advantage of the differences.
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YOUNG AND OLD – Taking advantage of the differences. Quick! Answer this question: Would you rather have a 25-year-old as your IT manager or a 60-year old? Or this one: Would you rather have a 55-year-old...
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Mid-Life (Insurance Industry) Crisis?
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Mid-Life (Insurance Industry) Crisis?
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I have a confession to make. I am having a mid-life crisis. While I saw it coming, I am somewhat surprised by my not-so-graceful entrance into middle- age (undoubtedly, made worse by my son's eighth grade...
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Insurance Industry Must Fight for Relevance...
|  Insurance Industry Must Fight for Relevance
American College President Larry Barton is known for his straight talk from his perch as the head of insurance's leading educational institution. He was in top form when he spoke at his colle...
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The “Stay” Bonus as an Effective Business...
|  The "Stay" Bonus as an Effective Business Succession Tool
According to the Exit Planning Institute, nearly two thirds of closely held business owners say they would like to transition the family business to a succeeding generation as their preferred exit ....
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Successful Succession Planning Depends on...
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Successful Succession Planning Depends on Updates
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Providing business owners with a solid succession plan can be crucial to the long-term protection and preservation of their entity. While many advisors are familiar with how to structure and fund a succession...
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The DAI Annuity Center: Maximized Annual ...
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The DAI Annuity Center: Maximized Annual Income Withdrawals
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Business Continuation Planning: Simple Solutions...
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Business Continuation Planning: Simple Solutions Sell
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Buy-sell planning for business owners doesn't have to be complicated. The primary purpose of a buy-sell agreement is to protect the business owners from the financial fallout that occurs after major life...
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5 questions to ask a business owner
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5 questions to ask a business owner
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Many young insurance agents are intimidated by the business insurance market. Perhaps it is their fear of having to deal with the business owner's CPAs, attorneys and other advisors, or perhaps it is their...
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Monday, April 23, 2012
The Right Buy-Sell Agreement for Your Client...
|  The Right Buy-Sell Agreement for Your Client
One of the most important planning issues confronting a business owner is what happens to his or her shares of the business upon death. Insurance-funded business transfer plans can guarantee the sh....
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Income Protection: Are You Asking These 3...
| Income Protection: Are You Asking These 3 Questions?
If illness kept these workers off the job, disability insurance would help pay their bills. (AP Photo/Reed Saxon) If you specialize in selling disability insurance, congratulations. You might be mo....
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The Agent Face in Facebook
| The Agent Face in Facebook
Establishing a well-branded Facebook account is an important step for a social-media savvy agent. In this article, we'll look at the importance of photos and personal branding on Facebook. Th...
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5 (More) Ways to Connect with Boomer Clients...
| 5 (More) Ways to Connect with Boomer Clients
Last month I wrote a blog talking about how advisors can connect with boomer clients. We've continued to talk with successful advisors to get their ideas on this incredibly influential demographi...
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5 Ways to Connect with Boomer Clients
| 5 Ways to Connect with Boomer Clients
The Boomer demographic, with 76 million strong, is the most powerful and influential group of consumers out there and certain advisors are finding good fortune connecting with them. I recently canv....
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Educating Trustees and Beneficiaries to Prevent...
| Educating Trustees and Beneficiaries to Prevent Trust Litigation
If you Google the term "trust and estate litigation," not only will you find more than 1.2 million hits but many of them are coupled with phrases such as "fast-growing field," "ever-gro...
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The DAI Annuity Center: Fixed Annuity Rates...
| The DAI Annuity Center: Fixed Annuity Rates are Up!
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Life Insurance in the Fast Lane
| Life Insurance in the Fast Lane
When financial magazines need filler articles, they always appear to choose one subject — life insurance. And it's never pretty. It seems like every single columnist is a bombastic blowhard pon...
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Buyer (and Seller) Beware
| Buyer (and Seller) Beware
Signing on to sell products for a new carrier is a little like buying a new car—you really want to get under the hood, so to speak. One thing that needs your careful consideration (but is often o...
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Selling Clients on CI
| Selling Clients on CI
Before I talk about how to explain critical illness insurance to clients, let's explore why we're not talking about it with our clients in the first place. Og Mandino, in his book "The Greate...
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Monday, April 16, 2012
The DAI Annuity Center: Sales Idea: Capturing...
| The DAI Annuity Center: Sales Idea: Capturing Your Rollover Clients
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Creative Underwriting Solutions
| Creative Underwriting Solutio
How do underwriters evaluate risk? They assess mortality risk by utilizing several sources: life insurance exam requirements, attending physician statements, Medical Information Bureau reports, pha....
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DI Plan Differentiation And Consultative ...
| DI Plan Differentiation And Consultative Selling
Sixty-five percent of working Americans say they could not cover normal living expenses even for a year if their employment income was lost, according to the Council for Disability Awareness.1 Furt....
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