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. […]
Situation: Over the past few years, insurers began combining two different forms of insurance coverage by offering life insurance policies with long-term care and chronic care riders. With this type of coverage, the policy pays coverage to help offset costs and the death benefit is reduced if long-term coverage is required during the insured’s lifetime. […]
Andrea Brown, Strategy & Innovation Executive, joined the DBS Team in December 2016 and has been a driving force behind some of the growth and change occurring at DBS over the past couple of years. As part of our series focusing on our executive leaders and exploring the motivation and background behind the overall direction […]
The life insurance industry is experiencing a type of “perfect storm” with respect to changes that have the potential to bring about great opportunity for 2019. Two highly significant regulatory requirements, the 2017 CSO Mortality Table and Principle-Based Reserves, are coming right on the heels of the Tax Cuts and Jobs Act of 2017, all […]
Movie buffs may recall a film based on the true story of a fishing boat called the Andrea Gail. In real life, the entire crew of the Andrea Gail was lost at sea when they encountered three fronts that collided to produce “The Perfect Storm.” Much like the crew on the Andrea Gail, financial advisors […]