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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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Monday, June 18, 2012
Advisors: The ‘7 Most Important Equations’ on Retirement
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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