Upcoming Events
WEBINAR: The NEW LTC Equation: The Changing Roles of Money, Health, Family and Dignity
Wednesday, September 15 – 1:00pm CT
Longevity changes everything. The good news is the longevity bonus has people now living longer and spending more time in retirement – but life spans don’t always match health spans, which may create income and health challenges, as well as new caregiving considerations.
Presented and hosted by Lincoln Financial, Ken Dychtwald, Ph.D., Founder and CEO of Age Wave, will share his research-driven insights and will cover:
- The disparity between life spans and health spans
- Impact of the rising costs of care
- Changing role of caregivers and importance of planning as a family
- How to start the LTC planning conversation
John Kennedy, President of Lincoln Financial Distributors, will kick off the event and Bill Nash, SVP and Head of Lincoln MoneyGuard® Distribution, will join Ken after the presentation for a question and answer session.
DBS News
DBS to Offer Exciting New IUL Product for RIA Fee-Only Advisors
Minneapolis, MN – Diversified Brokerage Services (DBS) has announced that they’ve partnered with Mutual of Omaha to offer a new fee-only indexed universal life (IUL) product. This new product offering demonstrates DBS’s commitment to providing the most comprehensive platform of product solutions to meet the changing demands of today’s advisors. As Kurt Fasen, DBS Sales […]
DBS Brings on New Talent in the Northeast
Minneapolis, MN (August 24, 2021) – We are pleased to announce the addition of Nathan Sawyer to the DBS Sales Team, effective Monday, August 30. Nathan will step into the role of Field Relationship Manager for the Northeast Region. Nathan comes to DBS with over 20 years of life industry experience, bringing with him an […]
Chuck E. Anderson Joins DBS Team as National Sales Director
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 […]
Plan Now Before Congress Acts
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 […]
