DBS was once again a sponsor of the ConnectED Conference, held this year in Orlando. Field Relationship Managers Eric Johnson and Kristin Dolan were in attendance, along with Enterprise Relationship Managers Brad Tansom and Scott Fryklund. With the theme “Everglades Expedition,” we decided to dive in with “Gator” inspired booth decorations, give-aways, and attractions. We had a gator ring-toss game to draw people into the booth, gator themed candy as prizes, gator stress balls as give-aways, and of course the gator hats, which were a huge hit with advisors! (Several Florida reps even asked if they could have the hats!) The main booth give-away was an Echo Show, which was also a big hit.
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 […]