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.
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. […]
Diversified Brokerage Services (DBS) is pleased to announce that Leah Mahoney has been named Director of Operations, effective July 1, 2020. This is part of several organizational changes that will establish an integrated and consistent approach to its business functions and will ultimately strengthen how it serves its customers. Leah’s new title reflects the more […]
Read our print-friendly PDF version The combination of depressed market values, extraordinarily low AFR and 7520 rates, and historically high gift/estate exemption of $11,580,000 opens the door to significant wealth transfer planning opportunities for high net worth individuals and their families. While making a gift of an amount equal to a large part of, or […]