Do you have a complex business or estate case? Need insight on a “new idea” or help in answering questions from clients’ legal and tax advisors? Contact our advanced case design resource, Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished). Terri brings considerable industry knowledge and respect in the advancement of large, complex cases. Terri works closely with DBS’s Case Design Team, Case Managers, and Underwriters to develop the cases most important to you.
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