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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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Now is the Time for Key Person Coverage

Situation: A financial professional contacted DBS’s in-house advanced case design resource to brainstorm when to approach business prospects that had expressed an interest in discussing supplemental executive benefit arrangements for key employees. Prior to COVID-19, the financial professional ran a successful telemarketing campaign focusing on mid-sized corporations. The campaign specifically promoted executive benefit arrangements that […]

DBS to Offer Exciting New IUL Product for RIA Fee-Only Advisors

Minneapolis, MN – Diversified Brokerage Services (DBS) has announced that they’ve partnered with Mutual of Omaha to offer a new fee-only indexed universal life (IUL) product. This new product offering demonstrates DBS’s commitment to providing the most comprehensive platform of product solutions to meet the changing demands of today’s advisors. As Kurt Fasen, DBS Sales […]

Own Your Own Policy Buy-Sell

Nearly all buy-sell agreements that use life insurance have one thing in common: The business owners do not own the life insurance policies that insure their own lives. In an entity purchase arrangement, the business owns the policy. In a cross-purchase arrangement, the other owners or another entity own the policies. Common Concerns Expressed by […]

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