Posted by DAI Life Brokerage Services on December 28, 2012 · Comments Off on Life insurance: An overlooked asset class
When added to a portfolio, life insurance can boost both diversification and risk protection. Financial advisors certainly have their work cut out for them in today’s uncertain environment. But they also have the opportunity to lead the way on best practices and become clients’ voice of reason. Being a voice of reason includes the ability … Continue reading →
Filed under DAI, DAI Life Brokerage Services, Life Insurance Selling · Tagged with Asset, Asset allocation, DAI, DAI Life Brokerage Services, Dow Jones Industrial Average, Dworkin Associates, Dworkin Associates Inc, Financial adviser, Financial Services, Insurance, Life Insurance, Modern portfolio theory, Portfolio (finance)
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 →
Filed under 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
Posted by DAI Life Brokerage Services on July 5, 2012 · Comments Off on Indexed Products: For the Best and Worst of Times
Indexed products can help your clients take advantage of bull markets, ride out the bears and, perhaps most importantly, avoid the fear-based investing decisions that hurt them in the long run. When you think about all the different obstacles consumers must face today on their way to a fruitful retirement, it boggles the mind. First, … Continue reading →
Filed under DAI, DAI Life Brokerage Services, Life Insurance Selling · Tagged with DAI, DAI Life Brokerage Services, Dow Jones Industrial Average, Dworkin Associates, Dworkin Associates Inc, Insurance, Investment Company Institute, Life Insurance Sales, Life Insurance Selling, Market timing, S&P 500, United States, Volatility (finance)
