Posted by DAI Life Brokerage Services on December 23, 2012 · Comments Off on LifePlans: Jobs may help LTCI applicants
The consumers who applied for private long-term care insurance (LTCI) and get it may be much more likely to have jobs than the rejected applicants are. Denise Liston, a vice president at LifePlans, presented data supporting that argument in a presentation she gave at a recent session at the AALTCI Summit — an LTCI industry … Continue reading →
Category DAI, DAI Life Brokerage Services, National Underwriter Life & Health Magazine · Tagged with American Association, associated press, DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Insurance, Life Insurance, Long Term Care Insurance, Long-term care, LTCi, Yeti, York
Posted by DAI Life Brokerage Services on December 22, 2012 · Comments Off on Annuity suitability law: Coming to your state soon
In 2010, the NAIC enacted the Suitability in Annuity Transaction Model Regulation to promote consumer understanding and help address complexities and improper sales practices in the annuity transaction process. The regulation requires insurers to establish a system to supervise recommendations and to set forth standards and procedures for recommendations to consumers that result in transactions … Continue reading →
Category DAI, DAI Life Brokerage Services, National Underwriter Life & Health Magazine · Tagged with Business, California, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Financial Services, Insurance, Life annuity, Life Insurance, Pension, Regulation, Safe Harbor
Posted by DAI Life Brokerage Services on December 10, 2012 · Comments Off on Senators resolve to save retirement products from cliff | LifeHealthPro
Senators resolve to save retirement products from cliff | LifeHealthPro.
Posted by DAI Life Brokerage Services on July 18, 2012 · Comments Off on Cyberspace Survival Guide
5 Steps you (and your BGA) can take to protect your mission critical data. In today’s 24/7 world, advances in technology have enabled companies to be accessible to their clients anytime, anywhere, and cutting-edge BGAs of all sizes are effectively implementing the latest software, tablets, smart phones, computers and communications tools to streamline their operations … Continue reading →
Category DAI, DAI Life Brokerage Services, National Underwriter Life & Health Magazine, Perspectives Magazine · Tagged with Allstate, Ball grid array, BGA, DAI, DAI Life Brokerage Services, Dworkin Associates, Dworkin Associates Inc, Encryption, Insurance, Life Insurance, Microsoft Windows, PaperClip, USB, Windows
Posted by DAI Life Brokerage Services on July 9, 2012 · Comments Off on Caveats to Weigh When Evaluating the CDA
The feature on contingent deferred annuities portrays a generally positive future for these newfangled insurance products, one that could yield a significant revenue stream for fee-based investment advisors. Financial professionals would be wise, however, to consider some caveats before investing much time and resources in this nascent market. Let’s start with a big one. The … Continue reading →
Category DAI, DAI Life Brokerage Services, National Underwriter Life & Health Magazine · Tagged with DAI, DAI Life Brokerage Services, Dow Jones Industrial Average, Dworkin Associates, Dworkin Associates Inc, Insurance, Life Insurance, Milevsky, Morgan Stanley Smith Barney, National Association of Insurance Commissioners, Schulich School of Business, Vanguard Group
