Joe is one the top 10% financial services and insurance advisor, brokers in the industry (per Million Dollar Roundtable Organization 2022-’23) and sought after resource with 30+ years of experience.
From founding partner of a Wisconsin-based insurance firm he successfully sold in 2012 after an 18 year run, public speaker and radio show host as well as insurance advisor-consultant with a major publicly-traded global insurance brokerage firm. Most recently host of the Joe Simon (audio) Podcast, all focusing on Main Street USA, closely-held organizations and their unique needs.
With a $31+ TRILLION U.S. Debt We Certainly Are Now In Critical Times: It’s time to have answers to these real issues that touch each one of us. Right? I’m excited to say help is on the way for you if you are seriously asking yourself about this right now. I’m cautiously optimistic, but there is work to be done, right now. In-concert with a great team of vendor-partners, industry and academic resources that make up the DaVinci team approach and solutions, designed for Main Street USA leaders, and people just like you.
~ Joseph J. Simon, LUTCF | Advisor, Broker, Principal
Creating a playbook that helps support the crucial factors when a business transitions from one (or more) stockholders to another isn’t easy. We provide consultation and facilitation of discussion with key people within the organization developing these plans from an advanced insurance underwriter perspective, often teaming with your legal and or accounting advisors.
All successful organizations have a few people who are the DNA of the culture. Thinkers, connectors, resilient talent with experience. Executive benefits can be twofold: To benefit the individual monetarily after a certain period of years and successes. Such as with a (non-qualified) deferred compensation plan. Or, the primary reason may be to protect the corporation from sudden loss of such a person, due to death of long term disability. And, sometimes it’s both. Incentivizing and rewarding, as well as protecting the corporation from loss. Working in concert with your attorneys, CPAs, and financiers.
Plan design, and cost management. Responsive service for employer and employees. Plus, understanding and relevance of benefits today are all important. However, compliance has now moved the front of the class. ‘High-touch and High-tech’ is an essential ingredient to our solutions. This commitment takes a team to provide heavy lifting for you and your human resources people. We have that team of subject matter experts ready to engage with you.
Our measurables. Creativity is nice, but we all realize execution with measurable results is the bottom-line. DaVinci Insurance Advisors, LLC believes in establishing clear targets with you. With expectations, due dates, projections and advancement of these efforts. Your approval is the final word. This results in our history of client satisfaction in the 90th percentile, as measured by the Million Dollar Roundtable Organization®, the industrygold standard.
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