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 accepted the award on behalf of DBS.
Advisors were treated to several presentations from expert guests at the recent “Hot Topics in Today’s Financial World” meeting held at the Edina Country Club. With John Hancock and Protective Live serving as carrier sponsors, those in attendance had the chance to hear from our distinguished guest speakers: Kirt Nolde, CLU, ChFC – RVP at […]
DBS Team members headed to Capital Hill to advocate for issues important to the life insurance industry and to spread the messages important to advisors and the end consumer alike. Diversified Brokerage Services prides itself at the level of involvement of its senior leaders in the life insurance industry, with many of them serving on […]
We were thrilled to host a meeting for advisors in Scottsdale, AZ! It was a triple-play of 3 sales ideas and a great opportunity for field relationship manager John Roe to spend time with advisors. Advisors were treated to great presentations featuring our own Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished), along with advanced […]