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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
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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!
Tuesday, June 26, 2012
100 Best Sales and Marketing Ideas 2012 (1-10)
100 Best Sales and Marketing Ideas 2012 (11-20)
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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
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100 Best Sales and Marketing Ideas 2012 (21-30)
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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
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100 Best Sales and Marketing Ideas 2012 (31-40)
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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
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100 Best Sales and Marketing Ideas 2012 (41-50)
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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
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100 Best Sales and Marketing Ideas 2012 (51-60)
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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
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The DAI Annuity Center: More Flexibility, More Choices from North American Companies
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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
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100 Best Sales and Marketing Ideas 2012 (61-70)
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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
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100 Best Sales and Marketing Ideas 2012 (71-80)
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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
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100 Best Sales and Marketing Ideas 2012 (81-90)
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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
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100 Best Sales and Marketing Ideas 2012 (91-100)
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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
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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.
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The ‘health’ of a boomer’s retirement plan
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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.
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Annuity Carrier Exits: Tsunamis Or Small Waves?
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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.
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DAI News & Notes: Transamerica Reintroduces Trendsetter Portfolio
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http://myemail.constantcontact.com/DAI-News—Notes–Transamerica-Reintroduces-Trendsetter-Portfolio.html?soid=1101728984258&aid=ak_4vB8OjNU.
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DI Newsletter from DAI for June 2012
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http://myemail.constantcontact.com/DI-Newsletter-from-DAI-for-June-2012.html?soid=1101728984258&aid=pi58g2XrPEo
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Monday, June 18, 2012
Advisors: The ‘7 Most Important Equations’ on Retirement
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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
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The DAI Annuity Center: Protection and Potential … Made Easier
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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
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The Underwriting Corner: What You Should Know About Prescription Checks
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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
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Women particularly at risk when it comes to disability
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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
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Leverage the Power of GUL for Retirement and Estate Planning
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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
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Acting Aviva PLC CEO Hints at Sale of Business Groups
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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
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The evolution of connection
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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
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DAI News and Notes: Prudential’s Important Message
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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
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DAI’s LTCi Newsletter for June 2012
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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
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Monday, June 11, 2012
Leveraging the Need for Guarantees in Today’s Market
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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
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Insuring the Parents of Children with Special Needs
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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
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Why should your clients buy critical illness insurance?
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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
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LTCI options for uninsurable prospects
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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
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Plan to Work after 65? Your Life Insurance May Have to “Work” as Well.
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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[...]
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Top 10 predictions for Life, Health and Annuity Agents in 2012
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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[...]
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DAI’s Annuity Spotlight for June 2012
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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 [...]
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DAI News & Notes: Protective Life Destroys Barriers
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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 [...]
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Insurers: Improving Distribution Still Key
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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 [...]
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Monday, June 4, 2012
The Paperwork Butterfly Effect: A Ripple Felt All The Way To The Carrier
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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 ...
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Health Insurance Agents Riding The Wave Of Life
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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...
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Disability Insurance Insights…The Fortune In Selling Disability Income Protection
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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...
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What's a L.I.R.P?
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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...
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The DAI Annuity Center: SPIA Rates are HOT!
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http://myemail.const
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Boomers and retirement savings: the Good, the Bad and the Ugly
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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...
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