DBS receives Top Production Award from Lincoln Financial
DBS Principal Tori Van Dusen-Roos accepted a Top Production Award at the recent Lincoln Financial Convention. Pictured with Lincoln Leadership Will Fuller and Andy Bucklee.
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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. […]
DBS Names Leah Mahoney Director of Operations and Announces Other Organizational Changes
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 […]
The Many Ways to Structure a Gift Transfer
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 […]
