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DI Newsletter from DAI for August 2012
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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, August 27, 2012
DI Newsletter from DAI for August 2012
DAI News & Notes: Eclipse Survivor Pro Indexed...
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DAI News & Notes: Eclipse Survivor Pro Indexed UL from Minnesota Life
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The accumulation SLAT: Flexibility for changing...
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The accumulation SLAT: Flexibility for changing times
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An accumulation spousal limited access trust offers Gen Xers the tax advantages of an irrevocable trust along with the added benefit of more options. An irrevocable life insurance trust (ILIT) is a common...
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After the Final Buzzer: Why Athletes Need...
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After the Final Buzzer: Why Athletes Need DI
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Cleveland Indians' centerfielder Grady Sizemore has had more than one trip to the disabled list. (AP Photo/Jeff Glidden) "The highest-paid player on an NFL team is the quarterback. What you probably don't...
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Back to school time is a great opportunity...
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Back to school time is a great opportunity to talk to parents about Children's Whole Life insurance
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Kids are going back to school – now is a good time to talk to parents about guaranteeing their future insurability Coverage that increases as the need for life insurance increases. Life insurance protection...
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Long Term Care Financial Planning: Have You...
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Long Term Care Financial Planning: Have You Had Your Check-up?
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We all need check-ups. As a financial advisor, your meetings with clients are little different from their preventive visits with doctors. They have chosen you to help them navigate what can be rough seas...
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Agent’s Guide to Buy-Sell Agreement Review...
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Agent's Guide to Buy-Sell Agreement Review
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Top 5 Annuity Trends to Watch for in 2012...
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Top 5 Annuity Trends to Watch for in 2012 and 2013
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This is the first of a series of articles that will be published on the annuity space. Subsequent articles that will dive deeper into different trends discussed in this article will be released over the...
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Creative Strategies to Resolve Complex Estate...
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Creative Strategies to Resolve Complex Estate Planning Needs
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LIMRA: Younger Consumers More Likely to Buy...
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LIMRA: Younger Consumers More Likely to Buy Life Insurance from a Bank
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Members of Generations X and Y are more receptive to buying life insurance from their bank than are members of the boomer and silent generations, according to a new report. LIMRA, Windsor, Conn., published...
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Tuesday, August 21, 2012
DAI News & Notes: Children’s Whole Life Insurance...
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DAI News & Notes: Children's Whole Life Insurance from Mutual of Omaha
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Understanding the Gen Y Prospect
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Understanding the Gen Y Prospect
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For many life producers, the Generation Y market segment, comprising those born between 1978 and 1994, represents a singular paradox. This younger generation represents a massive business opportunity with...
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Annuity disclosures: Changes may be coming...
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Annuity disclosures: Changes may be coming to a state near you
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Industry Speaks Out Some revisions have been made to the minimum informational requirements and how illustrations are to be presented. The current version of the NAIC's Annuity Disclosure Model Regulation...
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Be Ready For Life Insurance Awareness Month...
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Be Ready For Life Insurance Awareness Month
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September is Life Insurance Awareness Month (LIAM) and now, more than ever, it's essential that consumers understand the role life insurance plays in their financial plans. The LIAM 2012 Theme is Life ...
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A Flexible Solution to Attract and Retain...
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A Flexible Solution to Attract and Retain Key Employees
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401(k) Look-Alike Plan with a S.O.L.A.R. Insurance Arrangement: A flexible solution to attract and reward key employees! In a classic 401(k) Look-Alike Plan, a traditional nonqualified deferred compensation...
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How to Get Started in Life Insurance
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How to Get Started in Life Insurance
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During our annual golf outing for the National Association of Insurance and Financial Advisors (NAIFA), I rode in the cart with a young, energetic man named Josh. He was in his early thirties and was highly...
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Whole Life Policies: Tapping Cash Value as...
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Whole Life Policies: Tapping Cash Value as Alternative to Equity Investing
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Whole life insurance policies have taken the spotlight as investors seek secure investment alternatives to today's rocky equity markets. Not only do these policies provide for tax-deferred growth, but ...
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Estate Planners: 5 New Taxes to Watch
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Estate Planners: 5 New Taxes to Watch
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Now that the health care law has been declared constitutional, the remaining provisions will be going into effect. This includes several significant provisions that become effective on Jan. 1. (Yes, there...
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The DAI Annuity Center: Avoid Suitability...
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The DAI Annuity Center: Avoid Suitability Pitfalls!
http://conta.cc/TEtKhC via #constantcontact Filed under: Constant Contact, DAI, DAI Life Brokerage Services Tagged: Annuity, DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc...
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Insurance News – Clients Want More Lifetime...
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Insurance News – Clients Want More Lifetime Income
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Insurance News – Clients Want More Lifetime Income. Filed under: DAI, DAI Life Brokerage Services, Insurance News Net Magazine Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates...
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Whole Life:Over the Years and in Today’s ...
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Whole Life:Over the Years and in Today's Marketplace
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The most successful life insurance agents recognize that product changes over the years are a direct reflection of prevailing economic conditions and the way the public perceives them. In other words, ...
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Your Simple 3-Step Process to Selling Life...
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Your Simple 3-Step Process to Selling Life Insurance
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One of the biggest challenges most financial professionals face is helping clients (and prospects) truly understand life insurance. The harsh reality is that life insurance is a very complicated, misunderstood...
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Monday, August 13, 2012
Checklist for Life Insurance Beneficiary ...
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Checklist for Life Insurance Beneficiary Designations
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Checklist for Primary Beneficiaries Is each specifically identified by name, date of birth, and Social Security /TIN Number? Does the total of all percentage interests add up to 100%? Is any beneficiary...
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Advanced Sales Materials for Unmarried Partners...
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Advanced Sales Materials for Unmarried Partners
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People form many different types of committed relationships; many of them do not involve a marriage contract. Because they aren't married, they can't take advantage of the many tax and retirement benefits...
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Sell More Life Insurance By Promoting DI ...
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Sell More Life Insurance By Promoting DI And LTCI Planning
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The financial consequences of a disability can be greater than those of a premature death. Why? Because a disabled person is still a consumer and, in many cases, medical and living expenses increase. If...
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Advanced Markets: The Importance of Wills...
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Advanced Markets: The Importance of Wills in Financial Planning
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You've heard the adage, "don't put off until tomorrow what you can do today." The meaning rings especially true when it comes to preparing a will. "It's human nature to put things off, especially planning...
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Underwriting Members of the U.S. Military
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Underwriting Members of the U.S. Military
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WE'RE PROUD TO SERVE OUR ARMED FORCES MetLife is proud to offer members of the United States military life insurance coverage. As a member of the United States military, you may be eligible for life insurance...
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A Smart Approach to Retirement for Small-...
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A Smart Approach to Retirement for Small-Business Owners
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Uncertainty in the tax code and the looming possibility of an increased tax burden continue to perplex small businesses. Among the chief concerns are a number of soon-to-expire tax provisions that may ...
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Adding Values to the Boomer Estate Plan
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Adding Values to the Boomer Estate Plan
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Baby boomers' outlook on the future economic health of our nation is gloomy — 62% are dissatisfied with the next generation's prospects to have a better life than they did.1 This statistic isn't shocking...
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Thursday, August 9, 2012
Develop your Supplemental Retirement Income...
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Develop your Supplemental Retirement Income Sales
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Help Clients Meet Their Estate Planning Needs Click here to watch the video brought to you by North American Company The supplemental retirement income strategy uses permanent life insurance to provide...
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Why People Buy Annuities
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Why People Buy Annuities
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LIMRA annuity researcher says surveyshows clients are anxious about income and need a financial plan before buying. Selling life insurance might seem to be more art than science. Sure, successful sales...
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Where Are the New Independents?
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Where Are the New Independents?
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By Charles K. Hirsch, CLU for LifeHealthPro.com If you are one of the many independent producers who has built a successful career selling the products of a number of fine companies, no doubt you understand...
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A Combo Plan for Boomers
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A Combo Plan for Boomers
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Your baby boomer clients and prospects have a lot on their minds. They're concerned about having enough money to live on in retirement, rising medical and long-term care costs, and providing for the people...
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Asset repositioning in a time of low interest...
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Asset repositioning in a time of low interest rates
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With interest rates at historically low levels, certain types of fixed interest rate financial assets may prove to be inefficient conduits for the transfer of wealth to heirs. These fixed assets include...
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Assessing the Strength of Insurers
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Assessing the Strength of Insurers
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Look beyond the surface of life policy guarantees to see how a carrier is backing them By Alan S. (Al) Lurty for Life and Health Advisor Online. Mr. Lurty is Senior Vice President and Head of Business ...
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A New Norm
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A New Norm
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Changing priorities and lifestyles have young people believing they don't need life insurance. It's a dangerous mindset, and it's your job to fix it. As the CEO of the LIFE Foundation, I recently participated...
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Insurance For All Walks of Life
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Insurance For All Walks of Life
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With the United States becoming increasingly diverse, advisors must remain dedicated to finding the best possible products for each individual. The U.S. Census Bureau estimates minorities, now roughly ...
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