Your relationship with your clients is more than “just business.” Clients look to you to provide guidance on financial matters, including the amount and type of life insurance that is appropriate for their unique situation. This week, we’re sharing some key strategies and ways you can build relationships with clients. Plus, we recommend some product ideas that work – all laid out in a handy grid and based on specific age ranges!
An interview with George “Chip” Van Dusen IV, DBS Principal – President & CEO – Part Two by Laura Thompson, Director of Marketing – DBS One of the biggest challenges for leaders in 2020, amidst the incredible uncertainty in the world, was having to make difficult decisions often based on everchanging information. Through it all, […]
An interview with George “Chip” Van Dusen IV, DBS Principal – President & CEO – Part One by Laura Thompson, Director of Marketing – DBS When 2020 began, no one could have predicted that a pandemic would completely change life as we know it. Virtually every aspect of daily life was affected and we all […]
In 2021, you can give away more… The amount you can give away (gift exemption) without owing any federal gift tax is the highest it has ever been – $11,700,000. However, President Biden campaigned on raising taxes and has proposed to tax the transfer of property as low as $3,500,000 at a rate of 45%. […]