800.869.1DBS WE MAKE DOING BUSINESS EASIER AND MORE PROFITABLE FOR YOU.
Have enough

Will your clients have enough for retirement?

A number of “what if’s” can happen to your clients as they reach retirement, but you can help ensure they have enough to last through the end of their golden years. Check out this consumer approved flyer that will help get the conversation started!

Read the print-friendly PDF flyer. Click here!

Related Posts

,

NFP Acquires Diversified Brokerage Services, Inc.

NFP Acquires Diversified Brokerage Services, Inc., Expanding its Life Insurance Distribution Capabilities Acquisition adds a well-established brokerage general agency (BGA) specializing in supporting life insurance sales for financial advisors across the country NEW YORK – April 21, 2023 – NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement plan advisor, today announced […]

Raising Interest Rates and Legacy Planning

Situation Interest rates factor into the performance of many legacy and charitable planning techniques. Over the past several years, the historically low interest rates, and the availability of high gift and estate exemptions have provided a unique environment for certain legacy and charitable planning techniques. Specifically, in low interest rate environments grantor retained annuity trusts […]

Finding Life Insurance Opportunities Using Form 1040

A careful review of a client’s tax returns can provide insight into their insurance and financial planning needs. A review of the lines on a tax return can lead to conversations about: • Basic needs analysis and college funding • Retirement and extended care planning • Legacy & charitable planning • Business planning Additionally, comparing […]

Website is for agent use only. Not for use with the general public. Privacy Policy | Terms of Use

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303.797.9080. Diversified Brokerage Services is not affiliated with The Leaders Group, Inc.

Before investing, research the background and registration status of any firm or financial professional you are considering dealing with at: http://brokercheck.finra.org/