Why Advisors are Getting the Gen Y Pink Slip

The insurance industry remains befuddled by Gen Y, more specifically those born after 1980. Carriers are trying to figure out when and how to build products for them. Intermediaries are trying to capture them on social media. Advisors are trying to figure out how to keep them as clients after their parents die. Finding and attracting … Continue reading

Life insurance is sold, not bought. But for how long?

Conventional wisdom is that insurance is sold, not bought. Many people claim that insurance products, especially life insurance, are complex, easily misunderstood, need detailed medical data to be underwritten, and therefore have to be “sold” to customers. Accordingly, the insurance sector has operated over the past two centuries with a large intermediary agent force (both … Continue reading

Watch our New YouTube Video

Age Change Marketing System – Part II – Needs Analysis Here’s how it works. Start by evaluating your client’s needs. Gather all of the financial information and estimate what each family members would need to meet current and future financial obligations. Then tally up all of the resources that the surviving family members could draw … Continue reading

DAI Introduces: The Age Change Marketing System


Join our Circle on Google+

DAI Life Brokerage Services Click here to join our Circle on Google+ Google+ makes connecting on the web more like connecting in the real world. Share your thoughts, links and photos with the right circles. Use easy, spontaneous video chat to strike up conversations with as many as nine people at once. Get everyone on … Continue reading