Over the past couple of weeks, we’ve shared viewpoints from our CEO and COO, the brother-sister team leading DBS into the future, and we recently caught up with Kurt Fasen, Sales & Marketing Executive, to find out what we might expect in 2020. Kurt’s vision for the DBS Team of bringing the Sales & Marketing channels together last year resulted in a robust sales year, driven by cohesive planning and strong messaging. His vast experience in the financial services industry gives him a strong background and tremendous insight into the topics and trends most important to advisors. Here’s what he had to say about the upcoming year.
The start of a new year is an exciting time. It’s a chance for everyone to reflect on the past year and look for ways to make the year ahead even better. As I reflect on 2019, we have many things to be thankful for: a great team, great carrier partners and most importantly great financial professionals who continue to trust DBS as their partner to deliver life insurance solutions for their clients. Thank you for your continued support and partnership. One of the key changes we made in 2019 was to provide you with ideas and solutions to help your clients meet their financial objectives with life insurance. This year, we’re building on what we started and have developed a series of solutions that you will see throughout the year. The solutions will be broken into three categories: