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    President's Report

    actually one of the best in many years.

    Also an extra big thank you to Conference Program Chair, Greg Nelson and his Program Committee.  It was easy to see the time and effort they put into the Conference.  What a great line-up of speakers all with incredibly powerful messages.  It is always so nice to see a variety of industry experts, field producers and carrier representatives all in one place sharing knowledge and stories!

    As always, thanks must be given to our Conference Sponsors and Exhibitors. We had many of our loyal supporters who have been there for IDIS since the beginning, and many new organizations and companies joined us this year. The conference couldn’t happen without these great people and companies.

    Thank you to the following Sponsors and Exhibitors:

    Sponsors: AHIP, Ameritas, Guardian, MassMutual, Ohio National, Petersen International Underwriters, Principal Financial Group, and The Standard. 

    Exhibitors: AHIP, APPS, Assurity, Broker World Magazine, eMoney, Hanleigh, Illinois Mutual, MassMutual, MGIS, Risk Insurance and Reinsurance Solutions. 

    I would also like to recognize our 2017 Award winners: 

    W. Harold Petersen Lifetime Achievement Award: Mr. Keith Hoffman, Ron Cohen Producer’s Scholarship Recipient:  Mr. Brian McGrath, and the William “Bill” Barrett Distinguished Service Awards: AHIP, (Greg Dean, Belinda Smith), Keith Hoffman, Susan Ondack, Don Schamay, Todd Shield, and Courtney Wilson. 

    Also, I would like to acknowledge our Arizona members who were instrumental in getting a record number of local producers to attend the Conference, especially Dale Chittenden and Paul Sabol. Many of these attendees also became members of IDIS. Thank you Dale and Paul!

    And, speaking of the Conference, please check your email, as the Conference survey was recently sent out.  Your feedback is very important and helps make future conferences better. You can also use this link to access the survey, deadline to respond has been extended until Friday, November 3rd. 

    2017 IDIS Member and Conference Survey

    Next year’s Conference will be held Sunday, October 21st, 2018 through Wednesday October 24, 2018 in St. Louis, MO.  The event will be at the St. Louis Marriott Grand and we look forward to seeing everyone there!  Mark it on your calendars now, as you will not want to miss this conference.

    As always, I would love to hear from you!


    Best Regards,

    Todd Shield

    2017 IDIS President

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    Annual IDIS Conference

    2017 IDIS Conference

    A message from your 2017 Conference Chair: 

    As Program Chair for this year's IDIS Conference, I would like to thank everyone involved that has made this year's Conference such an outstanding success.  We had great attendance with outstanding speakers, wonderful support from awesome sponsors and exhibitors, and amazing networking opportunities for everyone that came.  Those that attended were able to share their experience with others, share and renew their excitement for our great industry, as well as learn from the presentations that we were excited to provide in such a great venue in Tempe, Arizona.

    I would especially like to thank the Conference Program Committee for going above and beyond in time, talent and contribution, to help make this one of our best Conferences ever.  I would personally like to thank our Sponsors and Exhibitors for their commitment to IDIS and to our most important industry.  I would also like to extend our thanks to our speakers for the outstanding job that they did in sharing their great knowledge, experience and ideas with us.  Most importantly, I would like to thank all of you who attended, both locally and internationally.  All of you are the backbone of what makes this such a great Society, and more importantly such an outstanding and vital industry.

    We are always looking for ways to improve the Annual Conference experience for all involved.  Please take a few minutes to complete the survey of your experience in the IDIS Conference that Susan and Piera have sent to you.  We are especially grateful for Susan and Piera's tireless efforts and commitment to our Society over the past 13 years, including an outstanding job for this year's Conference.  They will be missed when they retire at the end of December.

    We are confident that our new Executive Director, Mr. Joe Pittman will continue the great tradition that Susan and Piera have started for the International DI Society.  

    Always remember that with Disability Insurance, "The Time is Now," and thanks for all your help!

    Best Regards,
    Greg Nelson, ChFC, CEBS, DIF
    2017 Conference Chair



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    Study Group Webinars

    Monthly Study Group Webinars

    Remaining Dates for 2017

    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 - October 2017

    "DI Forum" - A panel of DI Experts looks at the Disability Income Market...Read More

    By Eugene Cohen, Jeff Mohr, Tom Petersen, Jack Schmitz, and Raymond Phillips, Jr. 

    "Disability Insurance In America" - The Crucial Subsidiary Of The Life Insurance Industry" - Part 3....Read More

    By W. Harold Petersen, RHU, DFP

    "Having Some DI Is Not Having Enough DI"...Read More

    By Joe Russo

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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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