Advisors Blog

GBS remains committed to serving our customers and provide valuable service. We encourage you to take advantage of submitting business electronically, where possible.

GBS remains committed to serving our customers and provide valuable service. We encourage you to take advantage of submitting business electronically, where possible.

Insurers Eliminate Exam Requirements for More Clients

For clients looking for stability, guarantees and conservative returns can benefit from the following options available from GBS.

Lock in a Great Rate Today with Reliance Standard!

Here are highlights of no exam and paperless application programs that will allow you to apply without seeing the client face-to-face, and in many cases will allow the client to apply without an exam or blood draw, resulting in an entirely virtual, paperless process with no in-person meetings

There's no better time than tax season to talk to your clients. Help your clients see how taxes affect them today and may potentially erode their income when they retire.

The New York State Department of Financial Services (NY DFS) has released the final version of best-interest Regulation 187. Regulation 187 requires producers and insurers to implement a process that ensures they’re acting in the consumer’s best interest when recommending life insurance policies issued in New York.

Here are top 12 sales ideas to help you kick off 2020 to a great start! 

Annuities are a great tool for accumulating cash – but are not always the ideal way to transfer assets to the next generation because of the taxes due at death. Here is an example of an actual case that GBS just completed which illustrates the power of thoughtful tax and insurance planning.