INTRODUCING…

An even EASIER solution for you!

We’re pleased to offer a special perk: application fulfillment. That’s right, our AppVantage team completes the application for YOU!

Your Case Design Analyst completes
the initial data collection form and
initiates the process.

Advisor meets with client as necessary
to compile required personal
and financial information.

Your team at DBS proceeds with the
application and completes all necessary
steps in the process.

Simply complete our electronic form with information from the client so that the AppVantage team can complete the application!
Communicate with your client (and owner if applicable) that they can expect to provide additional authorization and attestations.

Cases must have a Target Premium of $10k or higher
Permanent Cases only; use DBS FASTerm for your term needs
No minors or juveniles
No Premium Finance
NY cases qualify for carriers that allow DocuSign
Any case with riders will be accepted, along with Asset-Based Life/LTC (i.e. Lincoln MoneyGuard)