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12-2023
December 2023 Newsletter 
President's Report
Welcome to Summer 2023! I was excited to see all the activities and events that Carriers, brokerages, and financial professionals had for Disability Insurance Awareness Month last month. I trust that you had a successful month in spreading the word of the importance of Disability Insurance for prospects, clients, as well as other financial professionals, and helping more people to get this most valuable protection for themselves and others.
Let’s keep the momentum and excitement going by inviting more financial professionals and brokers to become a part of the International DI Society. You can invite them to up to two of our monthly Study Groups—details of which are on our website: www.internationaldisociety.com. We are also extending our new member promotion to allow them to become a member and see how IDIS can help them. As a Board, we are working on bringing more value and benefits to you as a member, including the new Financial Service Alliance to better help clients. More details on this and other benefits coming soon.
Please mark your calendar for our Annual IDIS Conference in Portland, Maine on October 9th through the 11th. This year’s conference looks to be one of the best for outstanding speakers with great information and ideas to share, more participating carriers that you can talk with, and added networking opportunities with others that have a similar enthusiasm for Disability Insurance. There is a New Member package that saves on the Conference as well as annual dues. There will also be opportunities for financial professionals to attend for one day of the conference and receive a discount on their membership for the year.
As your Board, we are always looking for new ideas and things that we can do as a Board to help you grow your business with Disability Insurance. Please, take a moment and contact us through our website. We would love to hear from you.
Let’s keep “Lighting the Way” with DI,
Greg Nelson, ChFC, DIF
2023 President
Study Group Webinars
"Increasing Your DI Protection with Increases"
Join us on June 15th to hear from Derek True, DIA, DHP. Derek is the Brand & Operations Manager for The DI Center, a Brokerage General Agency in Allen, Texas that Makes Disability Insurance EasierSM for producers nationwide.
Individual DI has more future opportunities built into its markets than any other product. Not only do incomes go up throughout working careers, but needs change and responsibilities (read risk and exposure) are often amplified. Our products are incredibly sticky but most producers and even entire agencies do not actively follow up on their opportunities, much less point out where there might be new protection shortfalls.
A small change in your service mindset could mean a huge jump in your sales! It's been proven with top DI producers across the country.
Your clients already know, like, and trust you (I hope). Keep their business by building out yours!
Derek's title is a fun way to say that he oversees The DI Center’s brokerage marketing and underwriting processes with a knack for the income protection competitive landscape. More than any other metric, he takes pride in the agency's 94% policy placement rate across all product lines.
Derek has been primarily focused on individual DI since he graduated from Texas Tech University in 2010 but also knows asset protection, including advanced sales and executive benefits. His ability to simplify processes and deliver creative solutions has made him a national speaker on not only DI products and the market but agency service and technology.
It's not surprising to learn that he's been a NAIFA member for as long as he's had his license once you find out a little bit more about how he entered the business. In addition, he currently serves on the NAIFA-Texas Membership Value & TLRT Committee. He is also member of the Texas Leaders Round Table (TLRT) and International DI Society (IDIS).
REGISTER NOW
Upcoming Webinars
JULY: No Webinar
AUGUST 17: Jim Leary, OneProtection
SEPETEMBER 21: Rick Cordaro, Principal
OCTOBER: No Study Group - IDIS Annual Conference is October 9-11 in Portland! Register today!
Annual IDIS Conference
Save the date for our 19th IDIS Annual Conference, which will take place in Portland, Maine on October 9-11, 2023!
Our Conference Committee is hard at work planning an event you don't want to miss! The IDIS Annual Conference will provide an opportunity to hear from expert speakers, reconnect with friends and colleagues, and stay up-to-date on current trends in the Disability Insurance industry.
We are so excited to be heading to Portland, Maine - a city with "a perfect blend of present with a very special past". Hotel details and more will be coming soon, but in the meantime you can find information about what Portland has to offer on the Portland's Visitor Website or Official 2022 Visitors Guide.
Stay tuned for more details, which will be posted as they become available!
SPONSORSHIP OPPORTUNITIES
We thank all of our sponsors who continue to support our organization. Please click here if you are interested in learning about sponsorship opportunities for our 2023 Conference. Interested sponsors may also purchase a sponsorship online.
Let's Spread the Word!
A big thank you to our membership committee and Board for extending a new promotion! IDIS Members -- we need your help to spread the word as brand new members can join before June 30 for only $10 per month! If you have a colleague or friend that would benefit from being an IDIS member, please direct them to our website for more information! 
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!
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Follow IDIS on LinkedIn for important updates! |
THANK YOU TO OUR MAY RENEWING MEMBERS
Travis Tangeman - Mutual of Omaha
Corri Campbell - Mutual of Omaha
Bradford Kadelski - Brookfield Insurance Partners
WELCOME TO OUR MAY NEW MEMBERS
Richard Pollard - Guardian
Brian Foran - Guardian
Brian Polley - MassMutual
Jim McCarthy - Empire State Benefits
Aaron Marmon - Mutual of Omaha
Megan Guenther - Mutual of Omaha
Michael Sladek - Mutual of Omaha
Michael Sileo - Income Protection Services
Frank Rekas - Plutus Financial Partners
Thomas St. Aubin - Financial Discoveries & Strategies
Drew Powers - Powers Financial Group
Pradeep Audho - PKA Insurance
Matt Pedersen - PKA Insurance
Member Buzz
We want to share an informative article written by our own longtime IDIS member, Rick Cordaro, featured in InsuranceNewsNet. In the article, Rick shares insights into the intricacies of protecting gig economy workers with disability insurance.
CLICK HERE TO READ THE ARTICLE
Rick is the Disability Income Regional Vice President of Principal Financial Group and a Past President of the International DI Society. Rick also holds the Life Underwriter Training Council Fellow (LUTCF®) designation, the training program that has prepared more than 70,000 insurance and financial advisors to survive and thrive in the industry. The curriculum integrates four practice specialties— life insurance and annuities, health and employee benefits, multiline, and financial advising and investments— and provides an overview of each and addresses their interdependencies.
Congratulations, Rick!
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!
