Change is in the air at DBS and we’re anticipating a great year. Over the past couple of weeks, we’ve shared viewpoints from our CEO and COO, the brother-sister team leading DBS into the future, and we recently caught up with Kurt Fasen, Sales & Marketing Executive, to get his take on what might be on the horizon for 2019. Kurt joined DBS in October of last year after spending nearly 30 years on the carrier side of the life insurance business. Most recently, Kurt served as Senior Vice President of the Individual Life Insurance and Annuity division for Voya, a position he took on after serving as head of marketing for Individual Life, Annuities and Employee Benefits. His vast experience in the financial services industry gives him a strong background and tremendous insight into the topics and trends most important to advisors.
When I think ahead to 2019, the word that comes to mind for me is excitement. We continue to grow as a firm and I feel we have all the right pieces in place to truly have an impact in helping our partners find life insurance solutions for their clients.
When I joined DBS last fall, I was impressed with the tremendous marketing and sales support we provide our partners. I’m looking forward to building on this and really bringing the sales and marketing side of the organization together and watching the power of this new team move to the next level. We’ve been working on establishing consistent messaging focused around quarterly themes. This next step will help us start to fully unleash the potential of this organization and maximize our impact. Our teams will be equipped with the knowledge, information, and tools that will help open up new life insurance opportunities for our partners and their clients.
As the executive team considered our strategic focus for 2019 and beyond, it was important for us to look at many areas. The changing industry in terms of both products and carriers will have significant impact in 2019.
Additionally, our customers are changing: some are moving into new markets while others are acquiring new organizations. It is important that we truly understand these changes to ensure that we can continue to be the life insurance partner of choice in the future. Finally, it is important that we consider the changes we have gone through in the last 50 years and take time to consider ways that may help us be more efficient and effective for our customers. In the end, our strategies are rooted in the talent of our people and our deep commitment to helping our partners with their life insurance needs in a way that is easy and more profitable.
A key moment for me last year was the opportunity to join DBS in October. Everyone involved felt it was a great fit and I still feel that today. Since I joined, we have been able to take steps to start bringing together the sales and marketing teams into a common organization. We have put plans in place to truly capitalize on this in 2019 and into the future. The key is listening to the needs of our partners to maximize the amazing talent and skill of the DBS team. One of the learnings was looking at all the “special request” marketing we have done historically. While important, we found that if we can step back, we may be able to leverage our resources to gain greater effectiveness and help our partners reach their goals. It really allowed us to think differently on how we approach sales and marketing support for 2019, something I’m confident people that will start to notice as we continue to move throughout the year.
DBS has a rich history of helping financial advisors help their clients with life insurance solutions in ways that are simple and more profitable. I am proud to be a part of the DBS team and I am excited for the year ahead!