Do you have clients whose assets have lost value as a result of the recent turmoil in the markets? Are some of these clients concerned that the losses will be detrimental to their wealth transfer plans? Are you aware that NOW you can help restore your clients’ wealth transfer plans by using life insurance death benefits to help stabilize estate values?
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. […]
While so many aspects of people’s financial lives have been shaken, life insurance continues to do exactly what it was designed to . . . serve as the foundation of a family’s financial security. While the value of many other financial assets have slipped, the death benefit of term life policies has remained the same, […]
Over the past few months, there has been a renewed interest in estate planning topics. The increased interest is likely due to the combination of the daily coverage of deaths due to COVID-19, historic high federal exemption amount, and low-interest rates. Recently, some of my calls involved the application of U.S. estate tax laws to […]