The end of the year is the perfect time to review financial plans with your clients. This year, many wealth planning strategies are on the chopping block and high-income earning individuals could see their tax rates increase in 2022. Therefore, potential changes should be considered when making decisions. As the end of the year approaches use the following checklist as a helpful guide with your clients.
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 […]
The post-COVID resignation boom has brought employee retention issues to the forefront. With turnover rates on the increase business owners are keenly aware of how difficult it is to attract and retain key personnel. The competition for superior technical, managerial, and executive talent is so fierce today that business owners are constantly faced with finding […]
The hardest part in working with business owners is getting them to set aside time to talk about their life insurance. However, once the business owner agrees to meet with the financial professional, the next most difficult challenge may be determining the face amount of coverage and then getting the insurance carrier to issue the […]