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!
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 […]
Diversified Brokerage Services (DBS) is excited to announce that Mike Cronbaugh has joined the team as a National Insurance Specialist, effective Monday, July 11, 2022. Mike will be reporting to Chuck Anderson, National Sales Director, and will be working with RBC advisors and sales desk personnel, presenting planful insurance solutions for RBC clients. “We are […]