Diversified Brokerage Services Names William W. Brauer, Jr. as Point of Sale – Advanced Markets Senior Consultant Minneapolis, MN – February 22, 2021 – Diversified Brokerage Services, Inc. (DBS) announced the addition of William W. Brauer, Jr. to its external sales team as a Point of Sale – Advanced Markets Senior Consultant. In this newly created position, Bill will […]
Our own Terri Getman, DBS Business Development Director, was the featured speaker at the recent lunch session of the Society of Financial Service Professionals – Twin Cities Chapter. Advisors who work with DBS are fortunate to have Terri’s expertise and critical thinking at hand to find solutions for their most advanced cases!
Members of our sales team headed to San Diego for the IFG National Conference! It’s great to talk with advisors and share the DBS story. A big thanks to John Hancock for their support ; our breakout sessions were a hit with great turnout and many engaged advisors!
Advisors were treated to several presentations from expert guests at the recent “Hot Topics in Today’s Financial World” meeting held at the Edina Country Club. With John Hancock and Protective Live serving as carrier sponsors, those in attendance had the chance to hear from our distinguished guest speakers: Kirt Nolde, CLU, ChFC – RVP at […]
We were thrilled to host a meeting for advisors in Scottsdale, AZ! It was a triple-play of 3 sales ideas and a great opportunity for field relationship manager John Roe to spend time with advisors. Advisors were treated to great presentations featuring our own Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished), along with advanced […]
Hey, guess what!? This article is also available as a print-friendly PDF handout. Click here! We’re focusing this month on the importance of life insurance policy reviews. Conducting regular performance evaluations for your clients is an easy way to connect and get a good overall picture of their financial situation. It gives you an opportunity […]
For many, life insurance is their largest unmanaged asset. Far too often, policyholders go many years without having their life insurance policies reviewed – much to the detriment of their portfolios. While you may assume that clients aren’t interested in visiting you for a policy review, they need to at least be given this option. […]