The 12 Million Dollar Illustration

As the calendar year draws to a close, individuals and businesses have a valuable opportunity to review their financial positions and take strategic steps to minimize tax liabilities. By helping your clients assess their income, expenses, investments, and changes brought about by the recent legislation and rulings, you can help your clients make informed decisions […]

When focusing on retirement planning with life insurance, we at DBS would like to examine how the strategies pertain to women. The numbers are clear: women face greater challenges when it comes to retirement planning, and their wants and needs are unique. The DBS Case Design Team has the experience you need to help you […]

The Necessity of Long-Term Care in Retirement Planning When helping their clients formulate plans for retirement, financial advisors must now account for life expectancies into the early 90s. However, the simultaneous need for long-term care planning isn’t accounted for nearly as widely as it should be, considering the significant impact that long-term care expenses can […]