Through United Valley, DSG Can Quote All Major Insurance Companies

DSG is a member of United Valley Insurance Services, Inc., ranked #22 in Insurance Journal’s Top 100 privately held insurance agencies in the country. United Valley is an exclusive network of 80 independently owned & operated insurance agencies with 115 storefronts in California, Arizona & Nevada. Its members sell and service over $600,000,000 in total written premium and have access to more than 60 insurance carriers countrywide. Through our membership in United Valley, DSG is supported by leading edge technology, high quality programs as well as exclusive marketing and risk management services, which helps us provide our clients with best in class insurance products and services.

Through M Financial, DSG Has Access to Exclusive Life Insurance Products and Pricing

DSG is a member of M Financial Group, an exclusive consortium of 155 independent insurance advisory firms in 40 states, the United Kingdom, and the United Arab Emirates serving affluent individuals and Fortune 1000 companies. Since 1971, M Financial has worked closely with some of the most prestigious insurance carriers and investment firms to develop innovative products with features and flexible options that complement the needs and objectives of Member Firm clients. Overall, M Member firms have more than $140 billion of face value in-force and manage client assets totaling more than $38 billion. M Financial offers exclusive life insurance policy pricing because the insurance companies recognize the quality of Member Firm clients in three respects:

Relationships

The strong, long-term relationships Member Firms maintain with clients, and the deep partnerships M Financial has with a select group of carriers, allow us to deliver product and service differentiation to member firms.

Favorable Experience

With a credible experience pool that clearly reflects the unique mortality, persistency, premium volume, and high average face amounts of ultra-affluent clients, M Financial is in the position to work with our partner carriers to develop proprietary products priced for the clients of Member Firms.

Inforce Management

M Financial, together with carriers, continuously monitors the service, experience, and performance of in-force business to help ensure that proprietary products continue to be effective. As a result of this dedicated level of oversight, pricing enhancements, supported by experience data, have historically been applied to both new sales and in-force business, a principle that is rare in the industry.

M Financial’s collective buying power and improved experience (Mortality, Persistency, and Policy Size) result in exclusive pricing for proprietary products available to Member Firm clients.