DBS Principal Tori Van Dusen-Roos, Vice President – Chief Operations Officer, was recently in attendance at the Lincoln Financial Group Premier Partner Convention, where she was honored with a MoneyGuard Top Production Award for DBS production in 2018. Held at the Bacara Resort & Spa in Santa Barbara, CA, the convention allows all BGA partners to gain information about new products and product changes, discuss yearly goals and progress, and spend valuable time networking with other partners.
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 […]
by Terri Getman, J.D.*, CLU, ChFC, RICP, AEP (Distinguished) Two bills introduced in the Senate in March could significantly change estate planning if enacted into law. The 99.5% Act and the Sensible Taxation and Equity Promotion (STEP) Act would dramatically alter transfer taxes. While it is still uncertain which, if any, provisions in these acts […]
The industry is constantly evolving, and we continue to see change in many areas that affect the work you do with your clients. The good news? With all of this change comes opportunity. Terri Getman, DBS Business Development Director, has laid out three big opportunities to take advantage of NOW. She’s also identified which of […]