DBS has all the best resources, right at your fingertips! DBS Business Development Directory, Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished) shared her expertise during a special meeting we hosted with a small group of advisors. Serving as a follow-up to our wildly successful Focus on Success meetings, this session allowed for a deeper dive into tax reform and how it affects various planning techniques. Watch for more information on new meeting formats we’ll be offering our advisors!
AG 49-A, the third phase of Actuarial Guideline 49 originally adopted by the NAIC in 2015, goes into effect for most carriers on December 14, 2020. This phase mandates that illustrations for all Indexed Universal Life policies placed inforce after the deadline cannot include interest enhancement credits or multipliers. If you have any current cases […]
As you may know, NAILBA (National Association of Independent Life Brokerage Agencies) holds a conference every year that is an opportunity for the brokerage community to come together for 3 days to network, learn new things, and hear from some of the greatest thought leaders in the industry. This year, the conference is being held […]
Diversified Brokerage Services, Inc. (DBS) is pleased to announce the addition of Steve Grant as its newest Field Relationship Manager for the Northeast Territory. Steve brings an important mix of experience in both the life insurance and long-term care insurance market, having worked previously for such life insurance carriers as John Hancock and Lincoln Financial. […]