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Thursday, July 19, 2012

DAI’s Annuity Spotlight for July 2012

http://myemail.constantcontact.com/DAI-s-Annuity-Spotlight-for-July-2012.html?soid=1101728984258&aid=_XAo3fk2s2A. Filed under: 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: Assurity Premier UL Solution

http://myemail.constantcontact.com/DAI-News—Notes–Assurity-Premier-UL-Solution.html?soid=1101728984258&aid=Azh764eejGo. Filed under: 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 July 2012

http://myemail.constantcontact.com/DAI-s-LTCi-Newsletter-for-July-2012.html?soid=1101728984258&aid=IwhuFf3GEJI. Filed under: DAI, DAI Life Brokerage Services Tagged: DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Insurance, Life Insurance, Long Term Care Insurance, LTCi, newsletter
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Using Life Insurance To Finance The Sale Of A Business To Key Employees

After months of consultation with a business owner, the business succession plan is in place. The business will be sold to the key employees when the owner retires in five to 10 years. This is a fairly common result these days when there is no readily available buyer for a business or a business owner’s … Read more
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Monday, July 2, 2012

DAI News & Notes: MetLife’s NEW Provider UL

http://myemail.constantcontact.com/DAI-News—Notes–MetLife-s-NEW-Provider-UL-.html?soid=1101728984258&aid=GDDkEowpUQM.
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Asset Based Long Term Care Insurance Attracting Younger Buyers

More than half of male buyers are under 65 Los Angeles, CA – The sale of asset-based long-term care insurance protection continued to grow significantly according to research by the American Association for Long-Term Care Insurance the national trade organization. According to data gathered from leading insurers, premium increased nearly 20 percent and the number … Read more
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On Becoming Unconventional

The unlikely scene played out, advisor marketing guru Maribeth Kuzmeski recalls with wry amusement, during morning rush hour at a busy Chicago-area commuter train station one day in 2008, as the economy—and people’s investment accounts—were bottoming out. Seeking a creative way to leverage the financial meltdown in his prospecting efforts, one of Kuzmeski’s advisor clients … Read more
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Bringing Superior Planning to the Fairer Sex

Many women face a more challenging task preparing for retirement and other planning needs because of the disadvantages they face relative to men. Here’s how to help. Nearly every day, it seems, a new study is broadcast over the wire services proclaiming Americans’ lack of financial preparedness and the opportunities for advisors to serve them. … Read more
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The Benefits of a Multi-tasker

Today’s pre- and post-retirees are a savvy bunch. They’ve lived through the upheaval of the ‘60s, the height of the Cold War, multiple economic recessions, ups, downs and all-arounds. Most of them raised children, put them through college and now have the greatest reward of all: grandchildren. It should come as no surprise, then, that … Read more
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The DAI Annuity Center: ING – Insurance For Your Insurance

http://myemail.constantcontact.com/ING–Insurance-For-Your-Insurance.html?soid=1108901228642&aid=pzCjViNN9Y4. Filed under: Annuity, 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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Whole Life, Trusts: A One-Two Punch For Special Needs Cases

SEE ALSO the most recent article: Insuring the Parents of Children with Special Needs As long as parents are alive they can take care of their children with disabilities. But what happens when parents can no longer care for their children? Who will step in to take their place? What happens if siblings or other … Read more
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Podcast Series: Building a More Successful Practice

By Andy Moyer for NAIFA Advisor Today The following are audio articles, or podcasts, that you can listen to at your convenience—on your computer, your MP3 player or burn it to a CD. If you’ve never subscribed to a podcast, or downloaded an audio file, see the instructions on how to start. Be sure to … Read more
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