Over the past several months we’ve experienced both legislative and financial market turmoil. On the legislative front after many late-night negotiations the House narrowly passed the “One Big Beautiful Bill” making much of the 2017 Tax Cut and Jobs Act tax legislation permanent. Like many, I closely monitored the portion of the bill dealing with […]
Read our print-friendly PDF version The purpose of key employee life insurance coverage is to help indemnify a business for the loss of a key employee’s skills and experience in the event of the death of that person. Death benefits or cash values may be used to help recruit and train a replacement, to pay […]
Diversified Brokerage Services (DBS) is thrilled to announce that Tiffany Gross has been named its new Vice President, Chief Underwriter, reporting to Leah Mahoney, FLMI, PCS, NCCM, Executive Vice President, Operations. Tiffany is an exceptional addition to the team and is well-positioned to lead the Underwriting Department to greater success and innovation, ensuring continued growth […]
How much in new assets under management would you need to bring in to generate $100,000? We break it down for you and show the benefit of incorporating life insurance into your practice. Click here for the full-color, print-friendly PDF.
Industry Veteran Brings Over Two Decades of ExpertiseDBS is excited to announce the addition of Jason Byers to the team as the new Regional Sales Director for the South Territory. With an impressive career spanning over twenty years in the insurance industry, Jason brings a wealth of knowledge and experience to this role.A Utah native, […]
History matters, and each of your clients has been uniquely shaped by the eras in which they’ve matured. A Baby Boomer will not respond to the same sales tactics as a Millennial or Gen Z, and vice versa. A one-size-fits-all approach to life insurance sales will ultimately fit no one. So this week, we bring […]
Hey, guess what!? This article is also available as a print-friendly PDF handout. Click here! The Facts: This story starts many years ago at a charitable ball where an advisor met a wealthy business owner. Over time, the advisory relationship with the business owner grew. A couple of years ago, the business owner decided to […]
If you have spent much time listening to financial pundits, you are probably familiar with the phrase “buy term and invest the difference.” This hotly contested concept has been widely discussed in the financial industry for years.1Proponents of this strategy believe that you should purchase a term policy, then invest the difference in premium between […]
Hey, guess what!? This article is also available as a print-friendly PDF handout. Click here! By Terri Getman, JD*, CLU, ChFC, RICP, AEP (Distinguished) Situation: Many client’s life insurance policy portfolios are a mess. According to LIMRA, more than 60% of U.S. life insurance policy owners don’t know what they have or why they purchased […]
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