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!
AIG Life & Retirement announced this fall that they are now Corebridge Financial, a publicly traded company on the New York Stock Exchange. Because of the change, you will see our resources change from AIG to Corebridge. DBS is committed to being your partner in finding the products and solutions you need for your clients. […]
Diversified Brokerage Services Announces AppVantage, an Application Fulfillment Service to Simplify Life Insurance Sales for Advisors Minneapolis, MN – Diversified Brokerage Services (DBS) has launched AppVantage, a new life insurance application fulfillment service that gives financial professionals an easy, streamlined approach for their life insurance sales. AppVantage differentiates itself from other application fulfillment platforms in […]
On June 22, 2022, the Senate Finance Committee advanced provisions that form its version of what has been called SECURE 2.0. The House passed its version in a bipartisan 414-5 vote in late March. Both bills aim at increasing retirement savings and expanding availability and participation in employer sponsored retirement plans. There is optimism that […]