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.
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 […]
As you may know, NAILBA (National Association of Independent Life Brokerage Agencies) holds a conference every year that is an opportunity for the brokerage community to come together for 3 days to network, learn new things, and hear from some of the greatest thought leaders in the industry. This year, the conference is being held […]
Diversified Brokerage Services, Inc. (DBS) is pleased to announce the addition of Steve Grant as its newest Field Relationship Manager for the Northeast Territory. Steve brings an important mix of experience in both the life insurance and long-term care insurance market, having worked previously for such life insurance carriers as John Hancock and Lincoln Financial. […]