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!
Minneapolis, MN (July 20, 2021) – Diversified Brokerage Services (DBS), a national Brokerage General Agency specializing in life, annuities, long-term care and disability insurance, has announced that Chuck E. Anderson will join the team as its National Sales Director, effective August 9, 2021. Chuck will be responsible for managing the external sales team, including the […]
by Terri Getman, J.D.*, CLU, ChFC, RICP, AEP (Distinguished) Two bills introduced in the Senate in March could significantly change estate planning if enacted into law. The 99.5% Act and the Sensible Taxation and Equity Promotion (STEP) Act would dramatically alter transfer taxes. While it is still uncertain which, if any, provisions in these acts […]
The industry is constantly evolving, and we continue to see change in many areas that affect the work you do with your clients. The good news? With all of this change comes opportunity. Terri Getman, DBS Business Development Director, has laid out three big opportunities to take advantage of NOW. She’s also identified which of […]