Events

UPCOMING EVENTS

WEBINAR: Unlocking the Secrets of the Business Life Insurance Market

Wednesday, September 10, 2025 – 1:00pm CT

Are you ready to supercharge your strategies and stand out in the competitive SMB landscape? Business owners are offering more benefits and innovative solutions than ever before, proving that robust employee offerings can elevate recruiting, retention, and employee productivity. Each year the Principal Business Owner Insights survey asks business owners to rank their employee benefits and business owner solutions priorities. These insights reveal what SMB owners are doing and provides benchmarks for SMBs to prioritize their employee benefits package.

Don’t miss our upcoming webinar—your backstage pass to what business owners really value and the essential ways you can champion their success by helping them turn ideas into powerful solutions.

Here’s what you’ll discover in this high-energy session:

The hottest trends and untapped opportunities in business planning techniques
Inside perspectives on how business owners are adapting to economic uncertainty—and thriving
Winning conversation starters to engage and inspire business owners
Proven solutions that deliver real results across diverse business needs
And so much more!

Guests:
Ryan Goodchild, Sales Vice President, Business Solutions – Principal Financial Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

PAST EVENTS

WEBINAR: Tax Planning Opportunities Under the New “One Big Beautiful Bill Act”

Wednesday, July 30, 2025 – 1:00pm CT

The “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, 2025, finally settled the ongoing question of whether the tax rules from the 2017 Tax Cuts and Jobs Act would keep going or end in 2025. But, it’s not just about keeping or ending those rules; the OBBBA also brings in new changes that financial advisors and their clients need to think about.

In this webinar, join Terri Getman and Kurt Fasen as they dive into what the OBBBA is all about and share some tax planning strategies that clients can use now that the law is in place. We’ll talk about the biggest new planning points that financial advisors should keep in mind, including:

How the One Big Beautiful Bill will change the estate tax landscape
How strategies like special needs trusts and charitable plans will be affected
The possible long-term effects on business succession planning
Why making the 199A QBI deduction for pass-through entities permanent is a big deal for small business owners
What new planning ideas have come up because of the Connelly Supreme Court decision
The main points of debate about the SALT deduction and how it could help people in high-tax states
A new type of account for kids called the Trump Account and its intended benefits

Guests:
Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished), Vice President, Advanced Sales – DBS Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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Audio Podcast

WEBINAR: Winning Tools & Sales Strategies for Today's Economic Environment

Wednesday, June 18, 2025 – 1:00pm CT

We’re excited to have Matt Redick, Business Development Vice President with Nationwide Financial join us for our upcoming Sales Accelerators webinar series, designed to offer some quick hits for Life Insurance strategies. Matt will join Kurt Fasen, DBS EVP of Sales & Marketing to talk about two ideas that are really working in today’s environment. Learn about how to talk to your clients who may find it difficult to take action during uncertain times and how life insurance provides stability and tax advantaged savings in an overall financial plan. Also, learn about a strategy for your business owner clients that also can provide some tax advantages. The session will provide some case studies and a walk-through of some tools that make it easy to discuss the topic with your clients!

Guests:
Matt Redick, CLU, ChFC, CLTC, Business Development Vice President – Nationwide Financial Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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Audio Podcast

WEBINAR: New Era of Life Underwriting: A Visit with DBS Chief Underwriter Tiffany Gross

Wednesday, June 4, 2025 – 1:00pm CT

DBS recently named Tiffany Gross as its new VP, Chief Underwriter and with a new leader comes a fresh perspective on underwriting including some added perspective on what’s happening in the industry with respect to the underwriting process. Join this webinar to learn a little more about Tiffany and her approach to underwriting and what advisors can expect with a new Chief.

We’ll cover:

Recent Underwriting Changes in the Industry
Alternate Methods of Underwriting Being Explored
Specific “Wins” in Underwriting with Case Studies
A Look at Field Underwriting
The Future of Underwriting

Guests:
Tiffany Gross, VP, Chief Underwriter – DBS Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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Audio Podcast

WEBINAR: Incorporating the "Pivot" Conversation

Wednesday, May 7, 2025 – 1:00pm CT

There’s a disconnect for many Americans when it comes to life insurance, and a large majority are either uninsured or underinsured. In fact, 42% of American adults say they need (or need more) life insurance, representing a life insurance need-gap for about 102 million adults.* This makes it vitally important to include the life insurance conversation in all your planning meetings – whenever you get the chance. Sometimes, though, it can be hard to bring up the topic for a variety of reasons, or there can be objections on the part of the client.

Join our webinar to learn about some natural ways to incorporate “the pivot” – a way to lean in, shifting the viewpoint of the client so they’re more open to the topic, and easing them in to understanding the need.

Attend our webinar to gain insights on:

The need to include life insurance in an overall portfolio
Common myths and perceptions about life insurance
How to ask the right questions
Where to find the openings
Developing your own pivot statement

* LIMRA 2024 Life Insurance Barometer Study, July 2024

Guests:
Michelle Kosoi, Field VP, Life Insurance Broad Market – Pacific Life
Scott Johnson, Field Vice President – Marketing Organizations, Life Insurance – Pacific Life Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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WEBINAR: How to Grow Executive Life Sales

Wednesday, April 16, 2025 – 1:00pm CT

One of the biggest challenges corporate leaders face today is how to recruit, retain and reward key talent. We’ve got a great opportunity to share that will bring a high-level insurance solution for your BEST corporate clients that helps solve this challenge, lead to significant revenue for you AND potentially protect your business from competition.

The solution is a life insurance benefit for highly compensated employees that goes beyond the group term insurance plan. These plans are called Executive Carveout: Guaranteed type issue underwriting, no exams and it’s carved out just for the highly compensated employees. These solutions are designed with valuable features for employers and their leadership talent, so you can grow your business in the executive benefits market. DBS, partnering with Protective Life has the tools and information to make the process easy – every step of the way.

Join our webinar to learn:

Where to find the opportunity
What executive carve-out is all about
What the process looks like
Companies and industries where this works
Benefits for the company
Benefits for the advisor

Guests:
Tom Hall, Divisional Vice President – Protective Life Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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Audio Podcast

WEBINAR: Gearing the Conversation Toward Life Insurance and Compelling your Clients to Take Action

Wednesday, April 2, 2025 – 1:00pm CT

For many consumers one of the biggest barriers to getting life insurance is simply the idea of having that awkward conversation. Because no one really likes talking about death or finances, it can often be difficult for financial professionals to get that conversation going. This webinar will offer some tips and tricks for framing the conversation around protecting families and loved ones—things everyone can comfortably speak to.

Guests:
Casey Castagna RVP, Business Development – Legal & General Chuck Anderson, Vice President, Advanced Sales – DBS

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WEBINAR: Retirement Planning: Life Insurance and LTC Strategies that Really Work - for Any Stage

Wednesday, March 19, 2025 – 1:00pm CT

Join our presentation to learn some important concepts that might help you think a little more creatively when it comes to beginning the conversation around Life Insurance and LTC planning with your clients, regardless of their age. We’ll talk through the need for proper planning for retirement, and then lay out the opportunities, looking at a quick overview of three different life stages your clients typically go through. We’ll talk about the opportunities and product solutions for each particular stage and include some helpful case studies and some tips on what really works for each stage. You’ll leave the session with a better understanding of just where to start with your clients.

Guests:
Channing T Schmidt, J.D., CFP, Regional Vice President – Securian Financial Group
Tim Goh, Regional Vice President – Securian Financial Group Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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WEBINAR: Accelerate your Business by Engaging with New Clients

Wednesday, February 26, 2025 – 1:00pm CT

For nearly 50 years, Prudential has been investing in the Black community. Blueprints to Black Wealth continues to build and expand on that commitment. Our upcoming session will give you the tools and information to help you be a champion for Black Americans’ financial security. We’ll share the principles from the Blueprints to Black Wealth strategy to help clients build and sustain generational wealth. The insights and high-impact sales content is based on rigorous research to empower you to deliver effective financial strategies.

Guests:
Keita Cline, CLU, ChFC, Vice President, Business Development & Market Expansion – Prudential
Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales and Marketing – DBS

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WEBINAR: The Changing Political Landscape: Navigating a Second Trump Presidency

Wednesday, December 18, 2024 – 1:00pm CT

With election results in, Donald Trump will be sworn in as the 47th president of the United States in January, and Republicans will take control of both the House and Senate. As President-Elect Trump returns to the White House, many financial professionals may be wondering what a second term under him might look like, and how various planning strategies may be affected.

DBS VP, Advanced Sales Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished) joins Kurt Fasen to unpack what we might expect in the new year, what to watch for with existing and future legislation, and what you can do now to prepare.

Topics we’ll cover:

How a “trifecta” government may affect things
Appointment Process
Possible Tax Direction – TCJA? Others?
Reconciliation Process
Impact on Life Insurance Strategies
And more!

Guests:
Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished), Vice President, Advanced Sales
Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales and Marketing – DBS

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WEBINAR: Long-Term care Planning: The Criticality of Having a Plan in Place

Wednesday, November 20, 2024 – 1:00pm CT

Long-Term Care Awareness Month continues throughout the month of November, so we’re spending the month highlighting the many aspects involved in the topic of long-term care. Our goal is to help advisors understand the need for long-term care coverage and how important it is to take time to understand what your clients might face.

To help better dig into the importance of having a plan in place – any plan – we’ll be sharing some real life, personal stories. You’ll hear a situation where a plan wasn’t put in place, resulting in devastating effects. You’ll also hear about how easy it makes it for family members when a well thought out plan is implemented.

Guests:
Rob Johnson, CLTC, Sales Vice President – Lincoln Financial Distributors
Kelly Bjordal, Regional Sales Director – DBS Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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WEBINAR: Entity Purchase Buy-Sell Planning in a Post-Connelly World

Wednesday, September 18, 2024 – 1:00pm CT

When it comes to succession planning, entity purchase agreements are a popular solution for business owners. Under an entity purchase plan, upon the death of an owner, the business buys the deceased owner’s shares, and to fund the obligation, the business frequently owns a life insurance policy on each owner.

The recent June 6, 2024 Supreme Court decision in Connelly v. United States has raised concerns and created uncertainty, particularly for family-owned businesses that have stock redemption buy-sell agreements funded with business owned life insurance. In Connelly, the court included the life insurance death proceeds received by the business, thereby increasing the company’s value for estate tax purposes. The holding differs from prior precedent where the insurance was offset by the liability created by the purchase obligation under the stock redemption agreement. So, what should business owners with stock redemption/entity purchase buy-sell agreements funded with business owned life insurance do in a post Connelly world?

Guests:
Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished), Vice President, Advanced Sales
Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales and Marketing – DBS

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Audio Podcast

WEBINAR: Women & LTC: Finding Long-Term Care Solutions for This Important Market

Wednesday, October 25, 2023 – 1:00pm CT

Women make up more than half of the U.S. population (166 million) and control over $14 trillion in assets, which is why it’s important to understand their specific financial needs. Furthermore, an estimated 90% of those women will be solely responsible for their finances at some point in their lives. Women want and value financial advice, and as their lives change and needs evolve, you can offer them solutions and strategies to help, particularly those surrounding long-term care.

Guests:
Jann Varner, FLMI, AVP, Case Design – DBS
Rob Johnson, CLTC, Sales Vice President – MoneyGuard – Lincoln Financial
Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales and Marketing – DBS

Video Replay

Audio Podcast

Questions? Contact the DBS Marketing Team at marketingteam@dbs-lifemark.com.

DBS News

July 28, 2025

Greg Dombrosky Appointed as Regional Sales Director for the Northeast Region

June 10, 2025

DBS Announces Appointment of Chip Van Dusen as New Finseca Chair

May 7, 2025

DBS Announces the Addition of Jeremy Robeck as Vice President, National Sales

April 28, 2025

DBS Names Tiffany Gross as Vice President, Chief Underwriter

Diversified Brokerage Services (DBS) is thrilled to announce that Tiffany Gross has been named its new Vice President, Chief Underwriter, reporting to Leah Mahoney, FLMI, PCS, NCCM, Executive Vice President, Operations. Tiffany is an exceptional addition to the team and is well-positioned to lead the Underwriting Department to greater success and innovation, ensuring continued growth […]