Upcoming Events

CURRENT EVENTS

There are currently no webinars coming up but there are plenty in the works. Please check back for updates!

PAST EVENTS

WEBINAR: Life Underwriting & the Customer Experience

Wednesday, September 25, 2024 – 1:00pm CT

The life insurance industry continues to see tremendous change as technology develops and advances, and the needs of consumers adapts. In a post-pandemic age, underwriting and new business processes are continually being improved and shortened, which leads to more positive customer experiences. Susan Ghalili, a leader in underwriting transformation for many years, and Lori Walker, DBS VP and Chief Underwriter, will join Chuck Anderson to discuss their perspectives on industry underwriting innovations and how we can continue to build on this period of change.

Guests:
Susan Ghalili, Senior Vice President, Underwriting Strategy & Customer Journey, Chief Underwriter – Pacific Life
Lori-Anne Walker, Vice President, Chief Underwriter – DBS Chuck Anderson, Vice President, National Sales – DBS

Video Replay

Audio Podcast

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

Video Replay

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,1 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

September 20, 2024

Chuck Anderson Announces Retirement

Minneapolis, MN – Diversified Brokerage Services (DBS) – September 20, 2024 Please join us in extending our best wishes to Chuck E. Anderson, Vice President of National Sales, who has announced his retirement. Chuck joined DBS in 2021 as its National Sales Director, responsible for managing the external sales team, including the alternate distribution channels […]

Copy of Webinar Exploring Business Market (3)

September 17, 2024

Diversified Brokerage Services, Inc. Launches New Annuity Division

Minneapolis, MN – Diversified Brokerage Services, Inc. (DBS), a leading provider of insurance brokerage services, is thrilled to announce the launch of its new Annuity Division. This strategic addition is set to enhance the support provided to financial advisors and their clients, reinforcing DBS’s commitment to innovation and excellence in the life insurance industry. The […]

April 16, 2024

DBS Announces the Addition of Trevor Johnson as Regional Sales Director for its Northwest Region

Minneapolis, MN (April 15, 2024) – Diversified Brokerage Services (DBS), a national Brokerage General Agency specializing in life, annuities, long-term care and disability insurance, has announced the addition of Trevor Johnson, CLU, CLTC as Regional Sales Director for its Northwest Region, effective April 15, 2024. Trevor will be responsible for the states of Washington, Oregon, […]

July 24, 2023

DBS Announces the Addition of Ryan Lommel as Regional Sales Director for its South Region

Minneapolis, MN (July 24, 2023) – Diversified Brokerage Services (DBS), a national Brokerage General Agency specializing in life, annuities, long-term care and disability insurance, has announced that Ryan Lommel will join the team as Regional Sales Director for its South Region, effective July 31, 2023. Ryan will be responsible for Texas, New Mexico, Arizona and […]