DBS Announces the Addition of Bill Meredith as Regional Sales Director

Minneapolis, MN (July 27, 2026) – Diversified Brokerage Services (DBS), a national brokerage general agency specializing in life insurance, annuities, long-term care, and disability insurance, is pleased to announce that William (Bill) Meredith has joined the organization as Regional Sales Director, effective July 27, 2026. Meredith will serve advisors throughout the Southwest, spanning from San Diego east to Texas, including Nevada, Utah, Arizona, New Mexico, Oklahoma, and Texas. He will report to Jeremy Robeck, Vice President, National Sales.

“Bill is an outstanding addition to the DBS team and a tremendous resource for the advisors we serve,” explained Kurt Fasen, Executive Vice President of Sales and Marketing. “His extensive experience and advisor-first mindset align perfectly with our mission of helping financial professionals grow their businesses and deliver exceptional outcomes for their clients. We are thrilled to welcome him to DBS.”

Meredith brings more than three decades of experience in life insurance and advanced planning to DBS. Throughout his career, he has been recognized for helping financial advisors integrate sophisticated risk management and protection strategies into comprehensive financial plans. His background includes Regional Vice President leadership and consulting roles with Corebridge Financial, SBG/Synchronize, a division of Lockton, Insurance Designers of Kansas City, ING/Security Life of Denver, AIG Life Companies, and Principal Financial Group.

In these roles, Meredith developed deep expertise in wealth transfer planning, estate conservation strategies, business succession planning, and executive benefit design. His consultative approach and commitment to advisor success have made him a trusted partner to financial professionals seeking innovative solutions for complex client planning needs.

“Bill’s background in advanced planning and his ability to simplify complex concepts for advisors will be an incredible asset to our organization,” said Jeremy Robeck, Vice President, National Sales. “His experience and relationship-building skills will help us continue delivering the high level of support our advisors have come to expect from DBS.”

Meredith earned a degree in Business Administration from Coastal Carolina University and holds an Arizona Life and Health insurance license, along with FINRA Series 6 and 63 registrations. He resides in Scottsdale, Arizona.

“Adding experienced professionals like Bill reflects our continued investment in providing advisors with access to industry-leading expertise and support,” said Chip Van Dusen, Chief Executive Officer of DBS. “His arrival strengthens our ability to serve advisors across the country while advancing our commitment to delivering outstanding partnership and service.”