Advanced Markets &
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. She will be there for you and your client to anticipate and overcome tough questions so your cases stay on track.
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.
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.