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Planning for Blended Families and Second Marriages

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Be Your Own Banker: There is More to the Story

 Situation: Many of us are aware that life insurance enjoys several tax-favored benefits. Specifically, we know that unlike annuities, withdrawals from a life insurance policy are not taxable to the extent they do not exceed the cost basis of the policy. Furthermore, loans of any amount permitted by the insurance carrier can be taken income […]

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DBS Names Tiffany Gross as Vice President, Chief Underwriter

Diversified Brokerage Services (DBS) is thrilled to announce that Tiffany Gross has been named its new Vice President, Chief Underwriter, reporting to Leah Mahoney, FLMI, PCS, NCCM, Executive Vice President, Operations. Tiffany is an exceptional addition to the team and is well-positioned to lead the Underwriting Department to greater success and innovation, ensuring continued growth […]

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