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.
DBS announced today a partnership with LeClair Group to act as the exclusive service and support arm for LeClair Group’s life insurance business. All LeClair Group agents will be referred to DBS for life insurance licensing and administration, and this venture will allow each company to service a wider range of agents seeking a brokerage […]
Diversified Brokerage Services Names William W. Brauer, Jr. as Point of Sale – Advanced Markets Senior Consultant Minneapolis, MN – February 22, 2021 – Diversified Brokerage Services, Inc. (DBS) announced the addition of William W. Brauer, Jr. to its external sales team as a Point of Sale – Advanced Markets Senior Consultant. In this newly created position, Bill will […]
AG 49-A, the third phase of Actuarial Guideline 49 originally adopted by the NAIC in 2015, goes into effect for most carriers on December 14, 2020. This phase mandates that illustrations for all Indexed Universal Life policies placed inforce after the deadline cannot include interest enhancement credits or multipliers. If you have any current cases […]