Life Insurance As a Retirement Plan
Learn how life insurance can help your family achieve their retirement goals!
Related Posts
Overcoming Common Client Objections to the Long-Term Care Discussion
Most people think that unpleasant things like serious illness are more likely to happen to others than to themselves. As a matter of fact, most Americans believe they won’t need long-term care, even though the U.S. Department of Health and Human Services estimates that 70% of all individuals turning 65 will need some form of […]
AG 49A Deadline Announced for December 14th
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 […]
2021 Tax Estimates
We are pleased to bring you recently released 2021 tax estimates based on tax cost of living adjustments. When the IRS publishes the official numbers, DBS will make the official 2021 Tax Guide available for your use. With the election just a few short weeks away, it’s anyone’s guess as to which candidate will prevail […]
