di·mo·stra·zió·ne
Our Successo (Success)
Discovery through great questions.
About Joe Simon:
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 and most recently a podcast host, as well as insurance advisor-consultant with a major publicly-traded global insurance brokerage firm. Today, the focus is Main Street USA, closely-held organizations and their unique needs:
FOCUS | 3 Core Areas:
- Executive Benefits (ExB): Income Incentives and Protection for Key-People
- Employee Benefits & Corporate Protection: Analyzing essential Life & Disability, Long-term Care Insurances and Amounts
- Wealth Transfer and Tax Beneficial Savings Strategies
……
2023 | What I’m Seeing Today:
Interest rates are rising, employers are still trying to retain and attract great employees, and we’re seeing five generations side-by-side in the U.S. workforce today. New ideas and approaches within this time are an essential. Organization leaders know the stakes are high. Top concerns – People; Attracting, retaining, developing. Succession; 70% continue to say having a solid succession plan is a must. But only 25% have one. Employee Benefits; Leaders are tired of the rising cost game, and some are realizing employees need more high touch and high tech tools in assisting this ever changing environment.
What We Know | Business Leaders Want vs. What Business Leaders Receive:
- 96% of clients want help with wealth transfers while they’re still alive, only 24% get it
- 83% of clients expect long-term care insurance advice, only 12% get it
- 82% of clients need life insurance advice, only 12% get it
- 80% of clients are seeking help with business succession planning, only 1%get it
[source: The American College of Financial Services]
Challenging and changing times, and, I’m excited about the team of vendor-partners, with industry and academic resources that make up the DaVinci team approach and solutions, designed for Main Street USA leaders and their associates.
~ Joseph J. Simon, LUTCF | Advisor, Broker, Principal
Our Services
Succession Planning
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.
Executive Benefits (ExB)
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.
Employee Benefits
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.
mis·ura’zio·ne
A History of Client Satisfaction
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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