A number of “what if’s” can happen to your clients as they reach retirement, but you can help ensure they have enough to last through the end of their golden years. Check out this consumer approved flyer that will help get the conversation started! Read the print-friendly PDF flyer. Click here!
We’re focusing this month on effective legacy planning techniques. A recent case illustrates how the DBS Case Design Team was able to analyze the client situation, take into account all the desired outcomes, and find a life insurance solution to fit their needs. Read the print-friendly PDF flyer. Click here!