Events

UPCOMING EVENTS

WEBINAR: Women & Wealth: Meeting the Moment with Solutions That Matter

Wednesday, April 29, 2026 – 1:00pm CT

Women are now controlling more wealth than ever before and the financial industry is at a pivotal moment. With this unprecedented shift comes both a responsibility and an extraordinary opportunity to better serve a rapidly growing and deeply influential market.

Join us for an insightful webinar exploring how the industry is changing to meet the needs of women, how DBS is leading the way, and the powerful resources we’ve developed along with tools from our carrier partners to help you succeed in this space.

We’ll break down the trends shaping the women’s market, highlight the gaps that still exist, and show you how to position yourself as a trusted partner for women seeking long term financial security.

If you’re ready to elevate your practice and engage one of the most important client segments of the future, this is a session you won’t want to miss. Register Today!

Register today!

Guests:
Laura Thompson, CDMP, AVP, Marketing – DBS Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

PAST EVENTS

WEBINAR: Estate Planning for Women: Helping Your Female Clients OWN Their Legacy

Wednesday, April 15, 2026 – 1:00pm CT

Join us on April 15th for a powerful and insightful conversation on how to better serve one of the most influential and underserved markets in financial planning—women. With women controlling the majority of purchasing power and holding significant generational wealth, the opportunity to support their financial futures has never been greater.

Featuring special guest Ann Hagarty of Securian Financial along with DBS’s own Kurt Fasen, this session will explore how life insurance and hybrid long-term care solutions can help women take ownership of their financial security today and for years to come. Given women’s longer life expectancy and the caregiving roles they often assume, the need for thoughtful, tailored planning is especially critical.

We’ll discuss why women can become some of your strongest, most loyal clients and walk through three real‑world case studies that demonstrate how they can build, protect, and pass on their legacy in today’s economic environment with confidence.

Empower your practice. Empower their future. Register today!

Guests:
Ann K. Hagerty, J.D., RICP, Director of Advanced Sales, Individual Solutions – Securian Financial Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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Audio Podcast

WEBINAR: Beyond Finances: How Advisors Can Lead the Longevity Conversation

Wednesday, March 25, 2026 – 1:00pm CT

Are your clients truly prepared for a longer life?

For years, planning conversations have focused primarily on finances. But living longer, healthier, better lives takes more than money alone. Join Kurt Fasen and special guest Matt Gibson for an insightful webinar exploring the Longevity Preparedness Index, and learn how U.S. adults are—or aren’t—prepared to thrive across eight essential domains of life, including health, care, home, social connection, and financial security. We’ll unpack key findings, highlight surprising gaps (including long‑term care readiness), and discuss how financial professionals can use this framework to elevate planning conversations and help clients take meaningful action—at every stage of life.

Join our webinar to learn:

Where clients fall short—and where opportunity exists
How longevity planning goes beyond finances
Practical ideas to help clients better prepare for the future

Don’t miss this opportunity to reimagine what aging preparedness really means—and how you can lead the conversation.

Register today!

Guests:
Matthew M. Gibson, AVP, Longevity & Behavioral Insurance Enablement – John Hancock Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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Audio Podcast

WEBINAR: AI Demystified: Real‑World Applications in Insurance

Wednesday, March 11, 2026 – 1:00pm CT

Artificial Intelligence (AI) isn’t a future concept anymore. It’s reshaping the insurance landscape and leading to changes in underwriting, case management, customer experience, and day-to-day tasks. This session will feature an insightful conversation with Kurt Fasen and his guests Leah Mahoney and Jason Thompson as they walk through how DBS is approaching AI thoughtfully, securely, and how it can support our number one goal of making business easier and more profitable for you.

In this webinar we’ll cover:

How technology and AI are changing the advisor and client experience
Real examples of how carriers are using AI today
DBS’s methodical approach to evaluating AI platforms
How AI is improving underwriting efficiency, case tracking, and internal productivity
What’s ahead as DBS explores emerging AI capabilities

Register now to learn how AI is reshaping the insurance landscape—and what it means for YOU.

Guests:
Jason Thompson, AVP – IT – DBS
Leah Mahoney, FLMI, PCS, NCCM, Executive Vice President – DBS Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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Audio Podcast

WEBINAR: The ART of Saying No

Wednesday, February 25, 2026 – 1:00pm CT

The Art of Saying No is a critical power skill – one that helps you make better decisions while protecting professional relationships and your personal brand. In this session, you’ll learn practical, real‑world strategies using three proven approaches: the A.R.T. Framework, Deciphering the Ask Framework, and Tactics for Saying No. Together, they’ll help you confidently say yes to collaboration – while setting clear boundaries that work for everyone.

Join Kurt Fasen and special guest Cathy Gray to learn simple, actionable frameworks that help you confidently say no without guilt, excuses, or over‑commitment – while still working effectively with others.

Set clear boundaries
Balance your workload
Protect your time and energy

Register now and start saying yes to what matters most.

Guests:
Cathy Gray, SRPC, AVP, Training and Development – Lincoln Financial Advisors Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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Audio Podcast

WEBINAR: IULs Made Simple: Reframing the Conversation

Wednesday, February 11, 2026 – 1:00pm CT

Indexed Universal Life doesn’t have to feel complicated. Join Kurt Fasen and his special guest Kurt Williamson for a fast-paced, practical session on how to reframe the IUL discussion so clients understand the purpose before the mechanics. We’ll share the single most effective way to explain IUL without spreadsheets—and how to simplify conversations around caps, participation rates, and crediting strategies so clients stay engaged, not overwhelmed.

What you’ll learn:

How to lead with client goals and position IUL as a long‑term solution
A simple, repeatable way to explain IUL in plain language
Easy ways to clarify caps, participation rates & crediting strategies
How to keep the conversation confidence‑building—not confusing

Walk away with a better understanding of how to make IUL conversations easier and more effective.

Guests:
Kurt Williamson, MBA, FSCP, CLTC, DIA, Brokerage Sales Director – Mutual of Omaha Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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WEBINAR: 2026 Life Insurance Playbook: Three Opportunities You Can't Miss

Wednesday, January 21, 2026 – 1:00pm CT

As we move toward 2026, life insurance planning is taking on new urgency in light of the tax changes introduced by the One Big Beautiful Bill Act. Life insurance is no longer just a tool for income protection — it’s becoming a central component of wealth, estate, and legacy planning. That makes now the perfect moment to reassess existing coverage and explore fresh planning strategies.

In this upcoming webinar, we’re excited to welcome special guest Terri Getman, VP of Advanced Sales at DBS, who will walk through three major life insurance planning ideas for 2026. You’ll learn where new opportunities exist, which clients may benefit most, and practical steps for putting these strategies into action.

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

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WEBINAR: Exploring Long-Term Care Solutions: Panel Discussion Insights

Wednesday, November 5, 2025 – 1:00pm CT

Long-Term Care Awareness Month kicks off November 1st – Register now for this important Panel Discussion!

How in tune are you with the LTC options available for your clients? Long-term care is still a hot topic these days, and most advisors are adding some kind of LTC feature to the policies they recommend. Many of the DBS carriers have long-term care or chronic care riders, and several also offer a hybrid, or combination solution that combines life insurance with a long-term care element. There are some key differences you should know about before talking through these choices with your clients. Our upcoming webinar will help break down the options available for long-term care and how to determine what might be right for your client.

In this session we will cover:

Why a plan for long-term care is essential
Options for paying for LTC
What is Asset-Based Long-Term Care?
What are the different options available for client solutions?
Similarities and differences among the options

Guests:

Tim Goh, Regional Vice President – Securian Financial – SecureCare
Rob Johnson, MBA, CLTC, LTCP, Sales Vice President – Lincoln Financial – MoneyGuard Kimberly Lipps, Regional Vice President – John Hancock – LifeCare Joseph Taylor, CareMatters Regional Wholesaler – Nationwide – CareMatters
Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing -DBS

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Audio Podcast

WEBINAR: Foreign Nationals: Navigating Opportunities Using Life Insurance

Wednesday, October 1, 2025 – 1:00pm CT

The foreign-born population in the United States has been steadily growing since 1970—now representing a significant part of the nation’s fabric. Today, nearly 18 million children under 18 live with at least one immigrant parent, accounting for 26% of all U.S. children.

As individuals and families from around the world settle in the U.S., they often encounter unique financial hurdles— from navigating unfamiliar systems to securing long-term protection. But with these challenges come powerful opportunities to build stability and legacy.

Join our upcoming webinar to explore the evolving needs of the foreign national market. We’ll take a closer look at two key segments within this population, uncover the financial obstacles they face, and highlight how life insurance can serve as a strategic solution.

In this webinar we’ll cover:

Who are foreign nationals?
Why is there a planning need?
Where does life insurance fit in?
How can you recognize opportunities in this market?

Guests:
Vicente Pina, MBA, AEP, CLU, ChFC, FLMI, LLIF, Director, Advanced Planning – Prudential Kurt Fasen, LLIF, LUTCF, Executive Vice President, Sales & Marketing – DBS

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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

Video Replay

Audio Podcast

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