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Real Estate Concept

Quick Read – Estate Planning Flow Chart

We’ve created an easy to understand flow chart to help you understand the steps and exactly what happens during the process.

Check it out now! LINK

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Chuck Anderson Announces Retirement

Minneapolis, MN – Diversified Brokerage Services (DBS) – September 20, 2024 Please join us in extending our best wishes to Chuck E. Anderson, Vice President of National Sales, who has announced his retirement. Chuck joined DBS in 2021 as its National Sales Director, responsible for managing the external sales team, including the alternate distribution channels […]

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Diversified Brokerage Services, Inc. Launches New Annuity Division

Minneapolis, MN – Diversified Brokerage Services, Inc. (DBS), a leading provider of insurance brokerage services, is thrilled to announce the launch of its new Annuity Division. This strategic addition is set to enhance the support provided to financial advisors and their clients, reinforcing DBS’s commitment to innovation and excellence in the life insurance industry. The […]

Transfer Tax Basics for Noncitizens

Situation: As we get closer to the sunset of the high estate tax exemption on 12/31/2025 a larger percentage of the inquiries I receive involve how best to prepare for the reduction of the exemption. Some of the callshave involved the application of U.S. estate tax laws to clients who are not citizens of the […]

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