April 2018 Newsletter Print

President's Report

Dear Fellow IDIS Members:

6 in 10 people worry about the financial impact of a disability, yet only 30% own disability insurance -- Source: LIMRA and Life Happens 2013 Insurance Barometer Study 

With Disability Insurance Awareness Month (DIAM) coming Tuesday, May 1st, are we ready to spread the word with our clients and prospects to reverse these numbers above?  At the risk of ‘speaking to the choir,’ there is one thing that we need to really make a difference in our success with disability insurance.

On Wednesday, April 25th, I was privileged to be part of the 3rd Annual Utah Disability Insurance Group (UDIG) Conference to help over 80 agents get excited about Disability Insurance and get ready for DIAM.  When asked, “What is the #1 thing that stands between insurance agents and success with disability insurance?”, there were answers like, “I don’t know enough about it,”  or, “I’m scared that I will overwhelm my client with too many insurances,” and even, “I don’t have the confidence to bring it up.”  These are all great answers, they’re just not the #1 reason, in my opinion, that most agents don’t have great success with disability insurance.

The key is our Commitment.  Without the commitment that we will share this most important coverage with our clients in our planning meetings and in our reviews, it’s hard to get the commitment from our clients to want to do get this most valuable protection.  Without the commitment to not only having this protection for ourselves and bringing visibility to our clients of how disability income protection has made THE DIfference in individuals and families being able to maintain their dignity and income, it’s hard to get our clients to do the same. 

The Conference was a huge success.  I would invite you to plan some local or regional events to promote disability insurance awareness, not only during the month of May, but in leading up to our IDIS Conference in October.  Let us know of your plans, and IDIS can help you to make your event a huge success as well.

On Thursday, April 27th, we had our monthly Disability Study Group call with Carol Harnett from the Council for Disability Awareness.  She had some great information, materials and new resources at the CDA site: www.disabilitycanhappen.org  I would invite you to check out their article, “Getting Sick Can Be Really Expensive.” That was run in the New York Times as well.

Don’t forget your great Board of Directors that are more than happy to help you in your efforts to spread the word of the importance of protecting income.  Let us know how we can make IDIS an important resource to you and your associates during DIAM and throughout what should be a great year.  Let’s make THE DIfference!

Greg Nelson, ChFC, CEBS, DIF

President - 2018

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Study Group Webinars



Mark Your Calendars!

Thursday, May 24 - Watch for more information coming soon!

Featured Presenter:  Paige Phelps, Regional Sales Manager at Assurity
 
Thursday, May 24, 2018     
11:30am PST, 12:30pm MST, 1:30pm CST, 2:30pm EST
 
Paige Phelps joined Assurity in January of 2014. She began her career in the insurance industry as a sales intern during her senior year at the University of Nebraska - Lincoln. Paige majored in Marketing and Management and graduated with her Bachelor of Science in Business Administration in 2014. She currently covers the West Central territory for Assurity's disability income, critical illness, and life insurance products as a Regional Sales Manager. She is also working on her Master of Management degree through Doane University. Paige lives in Papillion, Nebraska with her husband Derek.

 

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Member Benefits Spotlight

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

DISABILITY INSURANCE DESIGNATIONS

The DIF Designation -    AHIP DIF Designation Course Information

Through a long-standing relationship with Americas Health Insurance Plans (AHIP), we are pleased to offer their newest and most advanced professional designation, the Disability Income Fellow (DIF), exclusively for you.

America's Health Insurance Plans (AHIP) provides a wide-range of educational courses and professional designations that can assist you in increasing your skills, proficiency, and knowledge. 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. Having the DIF initials behind your name will signify a commitment to your career and represent your superior expertise. AHIP is making it easier than ever for you to fulfill your elective course requirement for the Disability Income Fellow designation.  

Questions or concerns? Please contact AHIP directly. 

  • Conferences/Webinars: 877.291.2247
  • AHIP Online Courses: 800.509.4422
  • General Information: 202.778.3200   

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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. 

Watch for registration information coming later this week!

FEATURED SPEAKER

On October 23, Eric Buchanon will be present a "can't miss" program on “How to be Your Client’s Hero.”

Eric represents disabled people and other policyholders across the United States in both ERISA and non-ERISA disputes, focusing primarily in the areas of disability, life, and health insurance.  Eric has represented over 1200 people in social security hearings since 1995, and has been certified as a Specialist in Social Security Disability Law by the National Board of Trial Advocacy since 2007.

Eric served as President of the Tennessee Trial Lawyers Association for the year 2015-6. Eric is the past-chair (2007-2008) of the AAJ Social Security Disability Section, past chair (2006-2007) of the AAJ ERISA Health Care Finance and Disability Litigation Group, is a past President of the Chattanooga Trial Lawyers, and is past-chair (2005-2006) of the Tennessee Bar Association Disability Law Section. 

Eric graduated from the Washington and Lee University School of Law, Magna Cum Laude, and top 10% of his class.  At W&L he was inducted into the Order of the Coif and the Omicron Delta Kappa honorary leadership fraternity.  Eric graduated from the Virginia Military Institute, and served as an officer in the U.S. Navy from 1989 to 1994 where he served as a naval aviator (pilot), plane commander, and mission commander of P-3C Orion aircraft.

ALSO - we are continuing to contact 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 Schamay.Don@principal.com.  Or, you can contact Executive Director Joe Pittman at info@internationaldisociety.com 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

Email: info@internationaldisociety.com 
Website: www.internationaldisociety.com 

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

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