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    President's Report

    We even have our own game show this year, JeoparDI! How much do you really know about DI?  Join us and find out! In addition, there are great networking opportunities (as always), and a few special events that are not to be missed! The committee has left your evenings free to dine with friends and colleagues or meet with clients in beautiful Tempe, Scottsdale and Phoenix.

    I had the honor of contacting this year’s W. Harold Petersen Lifetime Achievement Award Recipient this week. I think this has to be one of the most enjoyable tasks as IDIS President. I’ve been able to do this twice now and it is always so much fun to surprise our recipient.  This year’s winner is very deserving, sponsoring new members for IDIS, presenting at our monthly webinars, and being a speaker at the Annual Conference. He has also supported the income protection industry as a whole for the last 30 years, and his charitable works are many. When I told him of the award, he was literally speechless.

    In addition, a young producer from Boston, MA was awarded the Ron Cohen Producer’s Scholarship based on an essay he submitted to the Selection Committee. This is the 4th year the IDIS will proudly present the scholarship to honor the memory and legacy of Co-Founder Ron Cohen.

    Also within the IDIS awards scheme are the William "Bill" Barrett Distinguished Service Awards. The Distinguished Service Awards are presented to those who have gone above and beyond in supporting the International DI Society over the past year.

    These prestigious awards and the scholarship will be presented at the Awards Luncheon on Tuesday, October 10th, 2017, at the Phoenix Marriott Tempe at the Buttes.

    Some sponsorship opportunities are still available. Contact the IDIS offices for more information or go to the IDIS home page of the website and click on “For More Information and to Register”. You will also find Sponsor and Exhibitor details there. Deadline for individuals to register is October 1st, group registration (5 or more) deadline is September 15th.

    I want to encourage all members to attend, and also reach out to your colleagues and associates, as this is going to be another fantastic Conference!  For more information about the Conference, and a complete program overview and schedule of events, visit the home page of the website.  

    As always, I would love to hear from you!


    Best Regards,

    Todd Shield

    2017 IDIS President

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    Annual IDIS Conference

    13th Annual IDIS Conference

    "The Time is Now"

    October 8th through October 11th, 2017

    schedule of events and program

    Phoenix Marriott Tempe at the Buttes

    From Conference Program Chair Greg Nelson......

    We are looking forward to seeing all of you at our IDIS Conference in Tempe, Arizona this October. This year, our program will include two sessions that should be especially exciting. First, we are introducing JeoparDI, an interactive game show. This event will give everyone a chance to test their knowledge of Disability Insurance and IDIS!

    I am certain you will also all enjoy the Technology Town Hall, which will give us all the opportunity to participate in what's new in technology to support our great Disability industry.  This hands on event by our tech savvy presenters will help you get an edge on the competition that aren't members of IDIS, and didn't attend our Conference.

    With the IDIS Conference only weeks away, be sure to confirm your registration and reserve your hotel room at our discounted rates. The Time is Now!

    We want to thank our Confirmed Sponsors as of August 25th, Ameritas, America’s Health Insurance Plans, Guardian, Ohio National, Petersen International Underwriters, Principal Financial Group, and The Standard, and our Confirmed Exhibitors, America’s Health Insurance Plans, APPS, Assurity, Broker World Magazine, Council for Disability Awareness, eMoney Advisors, Illinois Mutual and MGIS. We thank you for your generous support of IDIS.

    We have promotional materials available, which we encourage you to share with your associates who might be interested in sponsoring or exhibiting, or who might want to become a member of IDIS and take advantage of the First Timer's Package. And, one and two day passes are available for Greater Phoenix area residents. 

    Contact the IDIS for more details or visit the IDIS website for more information.  We look forward to seeing you in Tempe!

    Thank you!

    Greg Nelson, ChFC, CEBS, DIF

    2017 Conference Chair



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    Study Group Webinars

    Monthly Study Group Webinars

    Remaining Dates for 2017

    September 28th - "DI for Docs", presented by Kurt Meyer, Vice President of Sales, Group Benefits, at Medical Group Insurance Services, Inc.

    Time: 11:30am PST. (12:30pm MST, 1:30pm CST, 2:30pm EST).

    October is dark - There is no webinar held in October

    November 16th - "Founder's Roundtable" - Founding members of IDIS will share their stories of success and sales ideas in a Q&A format. 

    Time: 11:30am PST. (12:30pm MST, 1:30pm CST, 2:30pm EST).

    December is dark - There is no webinar held in December

    Non-Members can participate one time. Please contact the IDIS office for nore information. Tele: 562.481.2381

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    Look Who's Talking

    Look Who's Talking

    If you have an article being featured in an insurance publication, if you are being interviewed by television or radio, moderating a webinar, know of a member that has received an award or special recognition, or have a local or regional DI meeting in your area, please send the information to the DI Society offices. We are pleased to share it with your fellow members!

    Broker World Magazine - August 2017

    Disability Insurance In America ”The Crucial Subsidiary Of The Life Insurance Industry" - Part 1

    Read More

    W. Harold Petersen, RHU, DFP

    "4 Lessons From Ben Feldman To Increase Your Sales"

    Ken Smith, CLU

    Read More

    "Niche Product Marketing"

    Joe Russo

    Read More

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    America's Health Insurance Plans

    America's Health Insurance Plans

    America's Health Insurance Plans

    AHIP DIF Designation Course Information

    Through a long-standing relationship with Americas Health Insurance Plans (AHIP), we are pleased to offer the most advanced professional designation, the Disability Income Fellow (DIF), exclusively for you. Having the DIF initials behind your name will signify a commitment to your career and represent your superior expertise and assist you in increasing your skills, proficiency, and knowledge. AHIP is making it easier than ever for you to fulfill your elective course requirement for the Disability Income Fellow designation.

    Questions or concerns? Contact AHIP Directly @ 

    Please contact the IDIS offices for the current 2017 tuition discount code.

    Monthly Focus Group

    for DIA and DIF!

    IDIS now offers a monthly Focus Group for those interested in their DIF and DIA designations, moderated by IDIS Past President Bob Herum.

    Interested? Contact the IDIS offices for more information.








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