Diversified Brokerage Services
Diversified Brokerage Services, Inc. (DBS) has announced that Kip Barton, Tim Foley, Charles Norton and Bob Poage have joined its staff as relationship executives.
Kip Barton joins DBS with more than 19 years of experience in the analysis and implementation of life insurance sales strategies. Prior to joining DBS he worked for a boutique estate planning firm where he learned from one of the top estate planners about the many different strategies and applications of life insurance products. Barton also worked for a life insurance brokerage agency during which time he partnered with top estate planning producers and advisors throughout the country. Barton lives in San Diego, CA, and will be building new and supporting existing DBS relationships in the southwest United States.
Charles Norton comes to DBS with more than 20 years of experience in financial services. He brings significant multi-channel distribution experience, including the development of strategic partnerships with banks, broker/dealers, CPAs, attorneys, property and casualty agencies and high-end independent producers. Most recently Norton has focused on bringing to market sophisticated business and estate planning strategies as the managing partner of his own firm. He will be building new and supporting existing DBS relationships in the New England area.
Bob Poage joins DBS with more than 30 years of life insurance industry experience. Prior to joining DBS he was sales director for a large life insurance brokerage general agency in Sacramento, CA, and most recently a regional sales director for BISYS. Long recognized for his expertise in the use of life insurance products, Poage has served on numerous field advisory councils for leading life insurance carriers, assisting them with sales and marketing plans, product development and underwriting approaches. He also served as president of LifeMark Distributors. Poage, who lives in Rocklin, CA, will be building new and supporting existing DBS relationships in the northwest United States.
Tim Foley comes to DBS with prior experience as a financial representative for Northwestern Mutual. He will be introducing brokers to the many resources available at DBS, including dedicated experts in LTCI, DI and annuities.