We are experienced insurance advisors and brokers who appreciate
the thought process of Leonardo da Vinci in our day-to-day practice.

We call it our art.

di·mo·stra·zió·ne

Our Successo (Success)

Our Approach:

Discovery through great questions, understanding the client and their vision.

About Joe Simon:

Joe is a corporate insurance advisor, broker 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:

Five Core Areas We Assist Clients:

  • Personal Retirement Income and Survivor Income
  • Exit Planning Through Succession Planning
  • 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. Business leaders know the stakes are high.  Ask any group of family business or closely-held leaders around the country to name their top concerns and 70% continue to say having a solid succession plan. But only 25% have one. As well as  having a plan to retain and attract leaders in place or who they would like to have ear-marked, ready to go. This is where I get excited!  These leaders have focussed in on the right priorities, but, unfortunately, the majority of advanced insurance advisors are not asking them questions necessary to solving these concerns.  

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]

Team Work & Relationships:

Through carrier partnerships and key subject matter experts this team approach provides tested resilient plans , strategies, and solutions. Learn more about how these are not new strategies, just revised and improved to fit the needs of business leaders, today. 

Time tested. Proven. Solid steps forward. Wouldn’t it be nice to have this sort of plan addressing succession, key-leaders, and employee engagement? That’s the DaVinci artwork I strive for with each client.

Tax beneficial exit planning / succession planning. Executive benefits which work in-concert with your other plans.  As well as a portfolio of relevant employee benefit options. You choose what’s most important now.  

~ Joseph J. Simon, LUTCF  | Advisor, Broker, Principal

Attracting. Retaining. Growing.

Our Services

Succession Planning

Succession Planning

70% of business owners do not have a formal succession plan. 40% of business owners expect to retire by 2025. – Succession planning is the process of identifying the key factors that help make a particular owner’s business successful – e.g., management, employees, customer/clients, owner involvement, etc.

Creating a playbook that helps support these crucial factors when a business transitions from one (or more) stockholders to another. 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)

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.

We realize this can be a fine line to walk, and this is made clearer through our discovery process of priorities we determine together. Many times the deployment of legal and or accounting expertise plays into this as well, not only are our insurance carrier relationships flexible, the ones we associate with provide complimentary services specific to our case planning when necessary. Working in concert with your attorney and CPA.

Employee Benefits

Employee Benefits

Employees who are engaged in work have become the essence of how businesses are building their game-plan for attracting and retaining great employees. Often times this is a natural progression in our discussions with business leaders. The role we play is understanding the culture you wish to have within the organization. It may not be there yet, but that’s the vision. Then, various benefits play into this process, filled with planning, surveying, and discussion behind the scene.

How’s your employee wellbeing? Let’s find out. This commitment takes a team to provide heavy lifting for 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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