July Newsletter Print

    President's Report

    There are distinct differences, but the similarities carry over between the two sports, such as good pitching, fielding and timely hitting will win you games.  Strategy is very different playing on shorter bases, the infielders play much closer to the batter and the base runners can’t lead off.  This is the same for all of us in the income protection industry.  No two policies are quite alike, but the similarities carry over.  It isn’t about what this “policy A” has that “policy B” doesn’t, it is about making sure your clients are protecting their income at an appropriate level.

    I told my softball girls about a tear jerking story of how lucky they are to play such a fun game and compete every time they step on the field.  A little boy named Ari had a heart transplant and spend 189 days in the hospital recovering.  When his parents surprised him that he was going home in two days, he said the first thing he wanted to do was go to the baseball field.  He and his family were outside of the hospital with a makeshift field set up on the front walkway and Ari had his plastic bat and Red Sox jersey wanting to play so badly.  I think at times we are all guilty of taking things for granted, or may give up a little too quick on a client or opportunity.  Use this story as inspiration to give it your all and not quit on any of our client’s insurance needs, including income protection.  Here is a link to the video: https://www.youtube.com/watch?v=RtpdGhN-87k  (have a tissue ready!).

    1)   Just a reminder to register and make your room reservations for the 13th Annual Conference, visit the website for more information and to register. The complete schedule of events and program overview is also available on the website. Exhibitor space and 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.

    2)   I am very pleased to announce that the 2017 Board of Directors has unanimously voted and approved locations for the Annual IDIS Conferences in 2018, 2019, and 2020. Visit the website for complete details. A big thank you to Future Conference Chair Rick Cordaro and his committee for their work on this. http://internationaldisociety.com/Future_Conferences

    3)   The Ron Cohen Producer’s Scholarship Application has been sent to all IDIS members, and is also on the website under “About Us”. Applications can be submitted until July 10th, 2017. Applications are not held over from year to year, so applicants can resubmit their essay and application.  If you know of a producer who might qualify for this scholarship, please encourage her/him to submit an application. Winner receives an all-expense paid trip to Tempe, and one year membership in IDIS.

    4) The W. Harold Petersen Lifetime Achievement Award nominations also open on July 10th. This prestigious award is open to an individual who has demonstrated dedication to their field of expertise in Disability Insurance, exhibits leadership in his/her professional life, has practiced their profession to the highest ethical standards attainable and most importantly has made a distinctive contribution to the Disability Insurance Industry. Unselfish voluntary service is also a consideration in the Awards process. A commitment and dedication to the furthering of the mission of the International DI Society may also be a consideration in the selection of your candidate. Nominations are kept on file for three (3) years and will be considered each of those years; you will need to resubmit the name of your candidate each year for consideration. More details to follow on how to nominate someone for this prestigious award.

    As always, if you have any questions or comments, please feel free to contact me at todd@piu.org.

    As always, if you have any questions or comments, please feel free to contact me at todd@piu.org.

    Best Regards,

    Todd Shield 

    President - 2017

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    Annual IDIS Conference

    13th Annual IDIS Conference

    "The Time is Now"

    October 8th through October 11th, 2017

    Phoenix Marriott Tempe at the Buttes

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

    The Conference Program Committee has been working especially hard to put together a fantastic lineup of presenters for the 13th Annual IDIS Conference. We think we have accomplished that! Please click on the link below to see the entire program. We look forward to seeing you in Tempe!

    schedule of events and program

    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

    July 27th - “Salary Continuation Planning” presented by Bob Herum, MSFS, CLU, ChFC, RHU, REBC, 2nd Vice President, DI Sales, at Ameritas. 

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

    August 24th - "Disability Income Solutions for Middle America", presented by Michael Prothe, National Sales Manager DI/CI Brokerage, ‎at Mutual of Omaha 

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

    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 - June 2017

    "Who Amongst Us Has Evaded Disablement?"  - Read More

    W. Harold Petersen, RHU, DFP

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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 @ www.ahip.org 

    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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