DBS Principals George”Chip” Van Dusen IV, President – Chief Operating Officer, and Victoria “Tori” Van Dusen-Roos, Vice President – Chief Operating Officer, spent some time in Washington recently attending AALU meetings and spending time with local senators and members of congress lobbying on behalf of the insurance industry. It was a valuable visit, allowing them to get a greater understanding of the political process and open up the lines of communication regarding matters that are extremely important to life insurance and the industry as a whole.
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. […]
Diversified Brokerage Services (DBS) is pleased to announce that Leah Mahoney has been named Director of Operations, effective July 1, 2020. This is part of several organizational changes that will establish an integrated and consistent approach to its business functions and will ultimately strengthen how it serves its customers. Leah’s new title reflects the more […]
Read our print-friendly PDF version The combination of depressed market values, extraordinarily low AFR and 7520 rates, and historically high gift/estate exemption of $11,580,000 opens the door to significant wealth transfer planning opportunities for high net worth individuals and their families. While making a gift of an amount equal to a large part of, or […]