800.869.1DBS WE MAKE DOING BUSINESS EASIER AND MORE PROFITABLE FOR YOU.
Untitled-3

Finding Life Insurance Opportunities Using Form 1040 2019 Edition

A careful review of a client’s tax returns can provide insight into their insurance and financial planning needs. A review of the lines on a tax return can lead to conversations about:

• Basic needs analysis and college funding
• Retirement and extended care planning
• Legacy & charitable planning
• Business planning

Additionally, comparing last year’s tax return to this year’s tax return can shed light on planning opportunities due to major changes in the client’s life.

Continue reading our print-friendly PDF here.

Related Posts

,

2020 Operations Forecast: By Victoria Van Dusen-Roos

Victoria “Tori” Van Dusen-Roos is the Chief Operations Officer of Diversified Brokerage Services and Co-Owner. Tori currently serves on the LIBRA Insurance Partners Board of Directors as well as the NAILBA (National Association of Life Brokerage Agencies) Executive Board of Directors. She also sits on the advisory council for a few different Insurance Companies and […]

,

Looking Ahead to 2020: By George “Chip” Van Dusen IV

George “Chip” Van Dusen IV is the President and CEO of Diversified Brokerage Services. Chip is a current board member of AALU, where he serves as Chair of the Government Affairs Committee. He recently served as Chair of the National Association of Independent Life Brokerage Agencies (NAILBA), and is heavily involved in a number of […]

Underwriting Santa

Situation: Typically, this monthly publication focuses on the technical side of life insurance, however, this month we are going to take our sleigh down a slightly different trail. In celebration of the holiday season, we thought it would be fun to write about Santa Claus. If anything were to happen to him without a life […]

Website is for agent use only. Not for use with the general public. Privacy Policy

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303.797.9080. Diversified Brokerage Services is not affiliated with The Leaders Group, Inc.

Before investing, research the background and registration status of any firm or financial professional you are considering dealing with at: http://brokercheck.finra.org/