Change is in the air at DBS and we’re anticipating a great year. 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 get his take on what might be […]
Victoria “Tori” Van Dusen-Roos is the Chief Operations Officer of Diversified Brokerage Services. Tori currently serves on the Lifemark Partners Board of Directors as well as the NAILBA Board of Directors,following in the footsteps of her father and brother, both pastNAILBA Chairs and Board members. She also sits on the advisory council for a few different Insurance Companies and has served on […]
George “Chip” Van Dusen IV is the President and CEO of Diversified Brokerage Services. Chip is a current board member of the AALU, and recently served as Chairman of the Board of the National Association of Independent Life Brokerage Agencies (NAILBA). Heavily involved in numerous other ways throughout the life insurance industry, Chip provides […]
Diversified Brokerage Services is pleased to announce the addition of Kurt Fasen to the team in the role of Sales & Marketing Leader to oversee all of Sales, Marketing, Business Development and Case Design. In this newly created role, Kurt will focus on aligning the initiatives of the four separate departments, ensuring that each element functions independently, yet collectively with each other as a […]
DBS was pleased to be recognized for our efforts in Life Sales by one of our carrier partners – Principal Financial. Michelle Tish, Regional Vice President of Life Sales and Jim Wanek CLU®, Managing VP of Life Distribution presented DBS with the Circle of Excellence award. Our President & CEO, George “Chip” Van Dusen IV […]
We were thrilled to once again participate as a sponsor in the IFG National Conference. Our very own Lynn Williams, DBS Field Relationship Manager for the Southwest, participated in an Insurance & Annuities panel discussion on the topic “FMO Carrier Insights and Trends”. We also held a breakout session to discuss the hot topic of […]
Last week, we celebrated our 50th anniversary with the extended DBS family – our employees, customers, and friends alike. Take a look below at the photos from the event and let’s once again reminisce about five decades of incredible service together. Thank you to everyone involved for helping make this event one to remember!
DBS has all the best resources, right at your fingertips! DBS Business Development Directory, Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished) shared her expertise during a special meeting we hosted with a small group of advisors. Serving as a follow-up to our wildly successful Focus on Success meetings, this session allowed for a deeper […]
DBS Principal Tori Van Dusen-Roos, Vice President – Chief Operations Officer, was recently in attendance at the Lincoln Financial Group Premier Partner Convention, where she was honored with a MoneyGuard Top Production Award for DBS production in 2018. Held at the Bacara Resort & Spa in Santa Barbara, CA, the convention allows all BGA partners to gain […]
Our very own Lynn Williams rocked the stage during his Top of the Rock presentation at Prudential’s 2018 IGNITE Conference. Lynn is our Field Relationship Manager covering southern California.