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Home Authors Posts by Terri Getman, J.D., CLU, ChFC, RICP, AEP

Terri Getman, J.D., CLU, ChFC, RICP, AEP

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is the business development director at Diversified Brokerage Services (DBS). Prior to joining DBS Getman was vice president, Advanced Markets at Prudential Insurance Company of America, a position she held for ten years. Prior to this leadership position she held various positions in the advanced marketing area with Prudential and other insurance carriers. Early in her career she helped establish a financial planning firm which was recognized by Money magazine as one of the most respected firms in the United States by legal and tax professionals. She is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client’s estate, business and executive benefit plans. Getman received her undergraduate degree from the College of William and Mary, and juris doctorate from Drake University School of Law. She is a member of the Iowa legal bar. Getman has served on the national Board of Directors for the Society of Financial Service Professionals and was the recipient of its 2015 Kenneth Black Leadership award. She is also a member of AALU (Association of Advanced Life Underwriting) and NAEPC (National Association of Estate Planners and Councils) where she received the “distinguished” honor in 2010 for her contributions to the field of estate planning. Getman can be reached at Diversified Brokerage Services, Inc., 5501 Excelsior Blvd., Minneapolis, MN 55416. Telephone: 800-869-1327 XT 230. Email: terrig@dbs-lifemark.com.
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