Diversified Brokerage Services
Terri Getman, JD, CLU, ChFC, AEP (Distinguished) has joined Diversified Brokerage Services, Inc. (DBS) as business development director. She is excited about the opportunity to be truly objective in presenting the most suitable life solutions for a client’s estate and/or business.
She joins DBS with an extensive background in marketing large, complex life cases. Prior to joining DBS, she led the advanced marketing team for The Prudential Insurance Company of America. Her 25 years of experience in the financial services industry, combined with her extensive legal orientation, will not only enhance advisor and client understanding of advanced sales strategies, but will help develop client commitment—an important next step in the sales process.
Getman holds leadership positions in several financial service professional organizations and is a frequent speaker at national meetings on advanced insurance topics. She currently chairs the estate section for the Society of Financial Service Professionals and has previously served on its national board of directors. She is a member of the Association of Advanced Life Underwriting, Business Insurance and Estate Planning Committee, and the National Association of Estate Planners and Councils, where she received the “distinguished” honor in 2010 for her contributions to the field of estate planning.