April - May Newsletter Print

President's Report

the carriers have created for your own marketing campaignsto increase sales.  I know there are plenty of industry meetings this month and webinars as well.  Pick up on an idea a presenter has, or a unique way they do something and use it to create additional sales.  Many of you know more in the DI world than some of us ever will, but I do know there isn’t one person who knows it all!  What an exciting time for us in the DI world!  Keep up the outstanding work and promotion of income protection with all the people you run across!

There is less than one month left to save $100.00 on 2017 Conference registration. The 13th Annual IDIS Conference program is almost complete. Look for an announcement early next week with all the details! You can also now make your hotel reservations, go to our website for the custom IDIS reservation website to book your room for the Conference. Make sure to check out Program Chair Greg Nelson’s column below, as I previously mentioned in last month’s newsletter, he will be highlighting presenters each month as we move toward the October Conference.

A big thank you to Kristin Pagliero, Manager, Market Education, IDI Business Operations at Unum, for presenting last month’s webinar on April 27th.  Kristin reviewed the Unum white paper, “Individual Disability Insurance (IDI): Who Needs It, Who Buys It, How to Offer It.” The information was outstanding, and we appreciate her taking time out of her busy life to educate our members in attendance. The Unum white paper is available on our website, in case you were not able to attend the webinar, you can view it at the IDIS website, under the Resouce Center.

Disability Insurance Awareness Month (DIAM) has begun! Please make sure to check out an important and informative message below from Maggie Leyes, VP of Content Strategy for Life Happens. See what is available now for DIAM and how you can use the wonderful DI resources to educate your clients. Also remember to visit the Council on Disability Awareness(CDA) website at www.disabilitycanhappen.org/diam.

The IDIS is a proud supporter of DIAM and applauds both of these organizations for acknowledging the importance of Disability Insurance.

Check out the I Love DI podcast with host, Chris Carlson.  He recently interviewed me about this year’s conference.  This is something that can be shared with your downline brokers and colleagues to help promote attendance at this year’s conference.  It can be found at www.ilovedi.com.

And lastly, a friendly reminder, your membership must be current for you to participate in the monthly webinars, focus groups, discounts on Conference registration, and discounts on DIF, DIA and DIF courses. 

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! The entire program will be available early next week!

One of the must-see general sessions is Father-Son team, Nate and Ian Sachs out of Scottsdale, AZ. Nate and Ian specialize in contingency planning, helping businesses prepare for the unexpected. They bring a wealth of information, and also two different perspectives on “Needs Selling”, which they will be sharing with attendees.

Early Discounted Registration is available through June 1st. The Time is Now to register and save!  Visit our website at www.internationaldisociety.com

In addition, 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. Contact the IDIS for more details.

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

Please mark your calendars!

Thursday, May 25th, 2017 

Presenter: Keith Hoffman 

Vice President of Disability Insurance- NFP 

11:30am PST   

 June 22nd, July 27th, August 24th, September 28th, October is dark, November 16th, December is dark.

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

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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!

Two Record Months for Published Articles by IDIS Members - Congrats!

Broker World Magazine - April 2017

"Disability Insurance Awareness Month Planning Panel”

Read More

Eugene Cohen – Eugene Cohen Insurance Agency 

Thomas R. Petersen, MBA, RHU – Petersen International Underwriters

Jeffrey D. Mohr, RHU, CLTC – Diversified Brokerage Specialists

Jack B. Schmitz, CLU, ChFC, CASL – DI & LTC Insurance Services

Reed H. Schnittker, RHU – The Plus Group, Texas

 “Start a Conversation: A Five-Step guide for Disability Insurance Awareness Month”

Read More

Sean Hanson - Council for Disability Awareness (CDA)

“Even Great Executives Need Disability Insurance Advice”

Read More

W. Harold Petersen, RHU, DFP

Petersen International Underwriters

Broker World Magazine - May 2017

“How To Become A Cyborg: Using Technology To Sell More Disability Insurance”

Read More

Bill Unrue - Assurance

“High-Limit Disability Insurance Planning”

Read More

W. Harold Petersen, RHU, DFP

Petersen International Underwriters

“Aren't I Covered Already?” 

Read More

John Nichols, MSM, CLU – Disability Resource Group

“Millennial Marketing - How To Build Your Practice For The Future” 

Read More

Bryan Kuderna, CFP, LUTCF – Kuderna Financial Team

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Welcome New Members

Welcome New Members!

Josh Jackson

Southern Capital Brokerage

Jackson, MS

Brock Falconer

Illinois Mutual

Bothell, WA 

Lynn Rathbun

Illinois Mutual

Peoria, IL 

Kenny Russell

Crump Insurance

Bellevue, WA 

Travis Christy


Salt Lake City, Utah 

Thank you to our loyal members who recently


Rob Baldwin

Arthur J. Gallagher & Co.

Woodland Hills, CA 

Todd Forney

Forney Disability Income Service

Eureka, IL 

Adolfo & Kenneth Krans

Adolfo Krans and Associates

San Juan, Puerto Rico 

Monte Merken

Merken Insurance & Investment Services

West Hills, CA 

Barbara Mueller, CLU, RHU, MBA, ALHC

Risk Management International

Cottrellville, MI 

Keith Pflieger

Source Brokerage

Fort Meyers, FL 

Thank you to our Corporate Members from Illinois Mutual that recently renewed!

Kevin Christensen

Jeff Wilson

Craig Parr

Andrea Schnarr

Peoria, IL   

Please Note: Your membership must be current to participate in the Study Group Webinars, LinkedIn Discussion Group, and to receive discounts on Conference registration, tuition and the AHIP DI designations. Monthly Draft is Now Available! Only $24.58 a month to renewyour annual membership!










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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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