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.
Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished), DBS Business Development Director, was the featured speaker at a recent meeting. She joined Joel Johnson, CLU, ChFC, Field Relationship Manager presenting life insurance solutions and case studies to participants.
Our own Terri Getman, DBS Business Development Director, was the featured speaker at the recent lunch session of the Society of Financial Service Professionals – Twin Cities Chapter. Advisors who work with DBS are fortunate to have Terri’s expertise and critical thinking at hand to find solutions for their most advanced cases!
Members of our sales team headed to San Diego for the IFG National Conference! It’s great to talk with advisors and share the DBS story. A big thanks to John Hancock for their support ; our breakout sessions were a hit with great turnout and many engaged advisors!