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DBS Announces the Addition of Trevor Johnson as Regional Sales Director for its Northwest Region
Minneapolis, MN (April 15, 2024) – Diversified Brokerage Services (DBS), a national Brokerage General Agency specializing in life, annuities, long-term care and disability insurance, has announced the addition of Trevor Johnson, CLU, CLTC as Regional Sales Director for its Northwest Region, effective April 15, 2024. Trevor will be responsible for the states of Washington, Oregon, […]
Writing a Successful Cover Letter
When an underwriting department reviews a case file, a holistic assessment is conducted which includes not only medical and lifestyle factors, but financial information as well. Consequently, a cover letter may be beneficial to help underwriters understand both the insured’s medical history and any relevant financial information. A strong cover letter should include a written […]
Underwriting Overweight and Sleep Apnea Concerns
Situation – An advisor approached DBS because their client, a 44-year-old male, was originally declined elsewhere due to his weight, high blood pressure, sleep apnea, fatty liver, and an echocardiogram that was slightly abnormal with an elevated CRP. He recently was on Ozempic and had lost 19 lbs. but because he had lost the weight within […]