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Legacy Max: A Successful Case Study

We’re focusing this month on effective legacy planning techniques. A recent case illustrates how the DBS Case Design Team was able to analyze the client situation, take into account all the desired outcomes, and find a life insurance solution to fit their needs.

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Business Planning – Case Study

With the enactment of the legislation known as the Tax Cuts and Jobs Act of 2017, a new provision of the Internal Revenue Code was born: Section 199A. The impact of the legislation is significant and likely impacts most financial advisors’ business clients as well as financial advisors themselves. A recent case illustrates how our […]

Business owner clients present unique planning opportunities

The business market has unique planning consideration, and the fact is, many business owners have failed to get their “ducks in a row.” Take a look at the statistics we’ve compiled that show the opportunity that exists for this client type. Contact DBS for help with all the different approaches and solutions! Read the print-friendly […]

Want to Access Policy Cash Values? Beware of the MEC Rules!

Situation: Over the past several years a number of life insurance carriers and marketing organizations have been promoting the use of life insurance as a source of cash in retirement: accessing values when the market takes a down-turn on a tax-free basis. Since more economists believe that recession might be around the corner, now is a […]

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