December 2023 Newsletter

President's Report

This year is beginning with high expectations. Our industry will do well as we provide essential income protection services to our customers. We know better than most that Disability Insurance is the unsung hero in our field and view it as our duty to take the time necessary to make sure our clients know how to protect themselves against unexpected injury or illness that affects their future earnings potential.

The commitment we show towards our clients is the same commitment I pledge to you as the President of IDIS this year. I look forward to working together with the IDIS board and the full membership to accomplish our goals this year.

One key goal is to retain and increase our membership by serving the needs of group disability agents as well as we have served, and will continue to serve, the needs of individual disability agents. We also will strive to attract more producers, agencies, and insurance companies to join IDIS. As the only organization whose sole focus is supporting the DI community, we have much to offer to current and new members.

A second related goal to growing our membership is better defining who we are and the benefits we provide to all who join our IDIS network. We currently are working to do just that.

In addition, we’re already in the planning stages for the IDIS Annual Conference in Portland, Maine, in October. The speakers, breakout sessions, networking opportunities, and the exhibitors are organized to provide the most current information and resources you need to perform at your best. We’ll pass along more information as it develops and look forward to having you join us in Maine in October.

IDIS can help DI practitioners be the best in the industry and my goal is to make IDIS the number one organizational choice for DI producers and brokers. Working together I know we can make this happen. You know best what you need and what is most helpful in your work. Feel free to reach out to me with any ideas on what we’re doing right, what we can do better, and where we might place our attention moving forward.

Our service and standards of excellence are part of who we are, and I want to continue to support each of you as you work to provide the best service and product to your clients to improve their lives. I’m grateful to be able to work with all of you this year as we work towards our goals for 2023.

Best Regards,

Greg Nelson, ChFC, DIF
2023 President

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Study Group Webinars

"A Brokers Broker Perspective: Past, Present, Future"

Join us on February 16th at 2PM Eastern Time to hear from Corey Anderson, owner at D.I. Geek. Get the inside scoop from a Broker who has specialized in DI as 90% of his business. He will share his best practices when it comes to underwriting, marketing processes and building relationships inside the industry. 

Corey Anderson IS the DI Geek. For over 18 years Corey has been focusing on helping advisors and their clients review and implement disability plans. His knowledge and persistence have led to a placement ratio of submitted cases over 95%.

REGISTER NOW

Upcoming Webinars
March: Michael Sir, OneProtection
April: Keith Hoffman, Ameritas
May: Derek True, DI Center

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Membership

MEMBERSHIP NUMBERS

2022 was a record-breaking year by welcoming 47 new members to the International DI Society and we hope to exceed that number in 2023! Please help us grow our organization by introducing IDIS to colleagues and invite them to join in one of the monthly study groups. You can also find us on LinkedIn- so be be sure to follow and share with your network! 

Follow IDIS on LinkedIn for important updates!

  
THANK YOU TO OUR JANUARY RENEWING MEMBERS
Kurt Meyer - MGIS

Ed Kenney - IDU/RISK

Matthew Herz - IDU/RISK

Matt Zuba - IDU/RISK

Joseph Khoury - IDU/RISK

WELCOME TO OUR JANUARY NEW MEMBERS
Kelly Safranek - Cason Group

Karen Ball - Pronoeo Insurance Agency

Dan Skwire - Milliman

Melonie Kelley - MK Executive and Employee Benefits

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Member Buzz

Corey Anderson has been testifying the past few weeks at the MN legislature about Family Medical Leave, representing 2 associations. He is advocating for small businesses like DI Geek, along with many others.

In the past few years he has helped get a MN law passed that companies have 30 days or less to release medical records. This has benefited so many in the insurance business! If members in other states are interested in a similar bill they can reach out to Corey for guidance.

Do you have an important life or career update you would like to share with IDIS members?

Please send information to Mollie Montgomery at [email protected] so we can be sure to highlight your updates & achievements in our next newsletter! 

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Calendar of Events

Mark your calendars to join us in Portland, Maine on October 9-11, 2023 for the 19th annual conference. 

The Conference Planning Committee is hard at work planning an event you won't want to miss. Watch for details concerning sponsorship opportunities and general registration info coming soon! 

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