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DBS Announces Steve Grant as newest Field Relationship Manager

Diversified Brokerage Services, Inc. (DBS) is pleased to announce the addition of Steve Grant as its newest Field Relationship Manager for the Northeast Territory. Steve brings an important mix of experience in both the life insurance and long-term care insurance market, having worked previously for such life insurance carriers as John Hancock and Lincoln Financial. His passion is assisting financial professionals in the important discussions of both life insurance and LTC planning, making him a perfect fit for this role in working with financial professionals. Read More

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Chuck E. Anderson Joins DBS Team as National Sales Director

Minneapolis, MN (July 20, 2021) – Diversified Brokerage Services (DBS), a national Brokerage General Agency specializing in life, annuities, long-term care and disability insurance, has announced that Chuck E. Anderson will join the team as its National Sales Director, effective August 9, 2021. Chuck will be responsible for managing the external sales team, including the […]

A Million to a Billion, in Three Generations…Tax Free

The Generation Skipping Transfer Tax (GST tax) is an extra tax on gifts or bequests from grandparents to grandchildren (or lower generations) that would otherwise skip successive gift or estate taxation. The GST tax rate is a flat 40% regardless of the amount of the transfer or the donor/testator’s gift or estate tax bracket. The […]

Death Tax Ambush: 48% Capital Gains Tax Surprise

As many were departing for a long Memorial weekend, the Biden Administration released the long-awaited Green Book. Many of us in the life insurance side of the financial services industry have been talking and writing about Biden’s campaign promise to tax the wealthy by rolling back Trump’s tax cuts -specifically by reducing the estate and […]

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