March 2018 Newsletter Print

President's Report

Dear Fellow IDIS Members:

If you stay ready, you don’t need to get ready.  - Will Smith, (ranked by Newsweek in 2007 as the most powerful actor in Hollywood)

Have you ever found that your mind goes blank when someone asks you, “What do you do for a living?”  For many of us, we aren’t always prepared to answer that question so as to not be passed over like ‘just another insurance salesperson.’  Instead, if we thoughtfully prepare to answer the question in advance, we cannot not only be ready to answer the question effectively, we can also embrace the opportunity to help someone protect their most valuable asset.

Likewise, with the first quarter of 2018 coming to an end, Disability Insurance Awareness Month (DIAM) is less than 5 weeks from now.  Has anyone suggested that you should start getting ready for Disability Insurance Awareness Month?  Similarly, we should thoughtfully prepare in advance for May as well as to recognize the opportunities that otherwise we may not see if we aren’t ready.  We have lots of resources to help us get ready for DIAM, as well as stay ready throughout the year to share our most important message.

Reach out to the insurance carriers that support you and the International DI Society.  They all have outstanding materials and real-life stories that can be shared with our clients, by internet, by mail, as well as in person.  They are also ready to help you with any Disability Insurance Awareness events that you would like to initiate or participate in.  For example, April 25th is the Third Annual Utah DI Group (UDIG) Event that is being sponsored by Bart Spencer and Alegis Financial, as well as many of our great Disability Insurance Carriers.

Explore the resources that are available to you online to make this the best DIAM ever.  The Council for Disability Awareness sponsors the site:  Look under the “Education Center” for some great content that you can share. is another great site for staying prepared to share the importance of income protection.  Life Happens has a great tab of “tools and resources” at  This is to name only a few that many of us have found to be very helpful in our preparation.

Finally, don’t overlook the resources that are available to you through your membership in IDIS.  There is the Speaker’s Bureau with many of our members highlighted who are more than willing to support your efforts in promoting DIAM.  Chris Carlson’s training video is not only great foundational information for us, but provides many valuable insights to share with our clients.  AHIP offers many valuable courses on Disability Insurance that can help you obtain your DIA and DIF designations, with discount pricing for IDIS Members.

Please reach out to our great Board of Directors that are doing great things to support you and our Society.  We are more than willing to do whatever we can to help you to get ready and stay ready in sharing your message, as well as making the International DI Society your best resource for Disability Insurance Awareness Month and for the rest of 2018.

Best Regards,

Greg Nelson

President - 2018

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Study Group Webinars

Mark Your Calendars!

Thursday, April 26  - "CDA Marketing Materials for DIAM"

Carol Harnett, President of the Council of Disability Income Awareness
Thursday, April 26, 2018     
11:30am PST, 12:30pm MST, 1:30pm CST, 2:30pm EST


Carol Harnett is the president of the Council for Disability Awareness—a non-profit organization with a mission to conduct research and education that helps consumers, employers and advisors understand the importance of working adults maintaining an income stream when they need to leave the workplace due to illness, injury or life events, including the birth of a child.

Carol authors the employee benefits column for Human Resource Executive and co-hosts the radio shows: CoHealth Checkup and The Financial Health and Income Network. She maintains a selective employee benefits consulting practice specializing in health care and absence and is a speaker, writer and trend spotter in the fields of general employee benefits, health and productivity management, and value-based health.

Carol held key positions in the insurance industry as the Vice President and National Disability and Life Practice Leader for The Hartford and The Prudential's Director of Resources and Rehabilitation Services. She also led the Kessler Institute for Rehabilitation’s industrial medicine department. Carol sits on the Board of Directors of Disabled Sports / USA.

Carol received a Bachelor of Science degree in Biological Chemistry from St. Peter’s College and a Master of Science degree in Physiology and Biophysics fromRutgers University.

To learn more about the Council of Disability Income Awareness, visit the website here. 

April Study Group (Webinar) Login

April IDIS Study Group 
Thu, Apr 26, 2018 1:30 PM - 2:30 PM CDT 

Please join my meeting from your computer, tablet or smartphone. 

You can also dial in using your phone. 
United States (Toll Free): 1 877 309 2073 
United States: +1 (646) 749-3129 

Access Code: 392-745-229 

Joining from a video-conferencing room or system? 
Cisco devices: 392745229@ 

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Member Benefits Spotlight

Each month, we will be highlighting one of the many benefits of being a member of IDIS!


Your IDIS membership includes a yearly subscription to Broker World Magazine.

Broker World is the only national insurance magazine founded, focused and edited to specifically address the brokerage marketplace and the unique informational needs of independent life and health producers who select the products best suited to their clients' needs from a variety of companies and marketers. 

If you are not getting your copy of Broker World, please let us know by sending an e-mail to 

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Calendar of Events

The 14th Annual International DI Society Conference will be held Sunday, October 21st through October 24th, 2018, at the St. Louis Marriott Grand, located in St. Louis, MO. 

Join us for 2½ power packed days to inspire, educate and motivate, with outstanding presenters in General, Breakout and Speed DI sessions. In addition, the networking opportunities and special events are not to be missed, built to maximize your time the great city of St. Louis. 


We're excited to announce that one of our keynote speakers will be Deirdre Van Nest! She is the creator of the Crazy Good Talks™ Blueprint, a system that teaches financial professionals how to build their brands and bring in business through speaking. She is the host of Crazy Good Talks TV for advisors, agents and experts and is often called upon for interviews on radio and TV talk shows. Deirdre is an international speaker and trainer, a Certified World Class Speaking™ Coach, a Certified Fearless Living Coach, a contributing author of the Amazon best seller World Class Speaking™ in Action and author of “Fire Your Fear™.

The program she will be presenting for us is How to Stand Out From the Crowd and Set More Appointments in One Hour than Many Advisors Set in One Week. Do you want to stand out as the “Go-To” experts in their community or niche? Do you wish you could spend less time on marketing and more time working with clients or at home with your familly? If you answered yes to either question then you MUST become “Crazy Good” at delivering presentations that are enjoyable/memorable AND get audience members to sign up for an appointment. Without this skill set many Advisors will never reach “Go-To”status and are working much harder than needed to get clients.  .

ALSO - we are currently contacting potential sponsors for this great event.  A limited number of sponsorship opportunities are still available.   Click here to download a flyer with all of the information.  If you'd like to learn more, contact Conference Chair Don Schamay, CFP® at  (800) 451-8903 x2 or  Or, you can contact Executive Director Joe Pittman at or 844-249-8806.


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New Address

REMEMBER - Please Note Our Organization's New Mailing Address:

The International DI Society
P.O. Box 24133
Omaha, NE 68124


PHONE:  (Toll-free) 844-249-8806
FAX:  877-355-9226

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