DBS Case Design Analyst Annette Miller spoke to a fascinated audience of over 50 advisors about Extended Care Solutions at a recent meeting, proving that linked benefits continues to be a hot topic! Advisors were at full alert as they listened to an overview of all the options, and what solutions DBS provides. If you’re not talking to your clients about Linked Benefits, someone else will! Learn more about Extended Care solutions by talking to your dedicated DBS CDA or by starting with this great presentation.
Minneapolis, MN (July 20, 2021) – Diversified Brokerage Services (DBS), a national Brokerage General Agency specializing in life, annuities, long-term care and disability insurance, has announced that Chuck E. Anderson will join the team as its National Sales Director, effective August 9, 2021. Chuck will be responsible for managing the external sales team, including the […]
by Terri Getman, J.D.*, CLU, ChFC, RICP, AEP (Distinguished) Two bills introduced in the Senate in March could significantly change estate planning if enacted into law. The 99.5% Act and the Sensible Taxation and Equity Promotion (STEP) Act would dramatically alter transfer taxes. While it is still uncertain which, if any, provisions in these acts […]
The industry is constantly evolving, and we continue to see change in many areas that affect the work you do with your clients. The good news? With all of this change comes opportunity. Terri Getman, DBS Business Development Director, has laid out three big opportunities to take advantage of NOW. She’s also identified which of […]