Insurance Insight by DBS

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 existsHow longevity planning goes beyond financesPractical ideas to help clients better prepare for the futureDon’t miss this opportunity to reimagine what aging preparedness really means—and how you can lead the conversation.Featuring:Kurt Fasen, LLIF, LUTCFExecutive Vice President, Sales & MarketingDBS, ModeratorMatthew M. GibsonAVP, Longevity & Behavioral Insurance EnablementJohn Hancock 

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 experienceReal examples of how carriers are using AI todayDBS’s methodical approach to evaluating AI platformsHow AI is improving underwriting efficiency, case tracking, and internal productivityWhat’s ahead as DBS explores emerging AI capabilitiesFeaturing:Kurt Fasen, LLIF, LUTCFExecutive Vice President, Sales & MarketingDBS, ModeratorLeah Mahoney, FLMI, PCS, NCCMExecutive Vice President – OperationsDBSJason ThompsonAVP – ITDBS

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 with others and effectively meeting the needs of your clients.Set clear boundariesBalance your workloadProtect your time and energyFeaturing:Kurt Fasen, LLIF, LUTCFExecutive Vice President, Sales & MarketingDBS, ModeratorCathy Gray, SRPCAVP, Training and DevelopmentLincoln Financial Distributors

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 solutionA simple, repeatable way to explain IUL in plain languageEasy ways to clarify caps, participation rates & crediting strategiesHow to keep the conversation confidence‑building—not confusingWalk away with a better understanding of how to make IUL conversations easier and more effective.Featuring:Kurt Fasen, LLIF, LUTCFExecutive Vice President, Sales & MarketingDBS, ModeratorKurt Williamson, MBA, FSCP, CLTC, DIABrokerage Sales DirectorMutual of Omaha

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.Featuring:Kurt Fasen, LLIF, LUTCFExecutive Vice President, Sales & MarketingDBS, ModeratorTerri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished)Vice President, Advanced SalesDBS 

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 essentialOptions for paying for LTCWhat is Asset-Based Long-Term Care?What are the different options available for client solutions?Similarities and differences among the optionsFeaturing:Kurt Fasen, LLIF, LUTCFExecutive Vice President, Sales & MarketingDBS, ModeratorTim GohRegional Vice President - Linked BenefitsSecurian Financial - SecureCareRob Johnson, MBA, CLTC, LTCPSales Vice PresidentLincoln Financial - MoneyGuardKimberly LippsRegional Vice PresidentJohn Hancock - LifeCareJoseph TaylorCareMatters Regional WholesalerNationwide - CareMatters