DBS held a special Focus on Success meeting featuring not one but two special guests: Chris Morton, Sr VP of Gov Affairs at AALU and Tom Commito, Dir of Sales Concepts at Lincoln Financial Group shared valuable insight into how new tax laws will affect you and your clients. Advisors were fully engaged hearing the updates and predictions on this important and timely topic.
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 […]