Skip to content
800.869.1DBS
We make doing business easier and more profitable for you.
Home
Contact
File Upload
Login
Menu
Search
About US
Products
The DBS Distinction
Services
Close Menu
Elite Study Group
Thank you for taking the time to answer this short survey. Your responses will only be used to better prepare the group facilitators for the sessions. We look forward to seeing you soon!
Your Name
*
First
Last
Your Title
Professional Designations
Business Name
Number of years in the business
Email
*
Phone number
Specific area(s) of focus in your practice, if any
Estate Planning
Business Market
Retirement Planning
Women's Issues
Tax Planning
Other
Other
What are your biggest challenges as a financial professional?
Incorporating risk management discussions into my client conversations
Understanding how I can use life insurance as a post-retirement solution for my clients
Understanding how I can help my clients retain and reward employees
Understanding the long term care needs of my clients
Other
Other
What are you hoping to gain from your participation in this group??
General educational content
Finding opportunities for business development
Learning about solving client risks for long-term care needs
Understanding how to prospect for clients
Learning how to work with clients and build relationships
Understanding how the potential tax changes will impact my clients
Understanding how to help my clients navigate the regulatory changes in the Long Term Care market
Understanding how to create unique tax efficient allocation strategies for my clients
Other
Other
You may attend an optional performance at the Las Vegas Sphere, which begins at 4:30 pm. Will you be joining us for that? https://www.thespherevegas.com/
Yes, thanks! Please purchase a ticket for me.
No, I will join you at the welcome reception at 7:30pm..
Our Study group concludes with lunch on Friday, October 20th from 12-1:00pm PST. Do you plan to attend the optional golf outing?
Yes, thanks! Please contact me with further details.
No, I plan to head home after the session.
Please indicate a "yes" response even if you already spoke with your RSD about it.
Anything else you'd like us to know?
Δ