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Advanced Markets &

Business Development

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Our unique, consultative approach offers hands-on expertise with underwriting negotiation and concept evaluation to secure your sale. We’re proud to be one of the only BGAs to house a chief underwriter and full underwriting team, as well as an advanced sales attorney that\’s one of the best in the business.

Complex tax and legal questions often arise during the implementation of a life insurance solution, so our in-house attorney, Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished), will work closely with you, your Case Design Analyst and Case Manager to design competitive solutions for your complex cases.

In-House Underwriting

Chief Underwriter Lori-Anne Walker leads the team for top-notch underwriting support. With a thorough understanding of both medical and financial underwriting, they’ll act as your clients’ advocate and effectively negotiate with carriers to best position your cases.

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Case Design Team

Case Design

DBS has the resources you need, when you need them, to enhance your success with a client or prospect. We’ll help you access training, refresh product and concept knowledge, and help you develop your understanding of a variety of advanced sales concepts. For illustrations and Marketing Support, count on your dedicated DBS Case Design Analyst.


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Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303.797.9080. Diversified Brokerage Services is not affiliated with The Leaders Group, Inc.

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