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.
DBS Principals George”Chip” Van Dusen IV, President – Chief Operating Officer, and Victoria “Tori” Van Dusen-Roos, Vice President – Chief Operating Officer, spent some time in Washington recently attending AALU meetings and spending time with local senators and members of congress lobbying on behalf of the insurance industry. It was a valuable visit, allowing them […]
DBS held a special Focus on Success meeting featuring not one but two special guests: Chris Morton, Sr VP of Gov Affairs at AALU and Tom Commito, Dir of Sales Concepts at Lincoln Financial Group shared valuable insight into how new tax laws will affect you and your clients. Advisors were fully engaged hearing the updates and predictions on this […]
DBS Case Design Analyst Annette Miller spoke to a fascinated audience of over 50 advisors about Extended Care Solutions at a recent meeting, proving that linked benefits continues to be a hot topic! Advisors were at full alert as they listened to an overview of all the options, and what solutions DBS provides. If you’re not talking […]
Rachel Arndt was named the 2017 DBS Employee of the Year at our annual holiday party, held this year at Bearpath Country Club as a disco themed dance throwback. Rachel has worked for DBS for almost five years and is the Team Lead for the Application Team. Rachel was an obvious choice for Employee of […]