Welcome to 2019!
With every new year comes the prospect of new beginnings. Almost all of us do some looking back and looking forward this time of year to see what worked well and what could have been improved upon. We are no different at the IDI Society. As we look back we had a successful year delivering our income protection message to those within and outside our industry. Our Conference and Webex meetings delivered a wealth of knowledge by our industry’s leading voices. We owe a big round of applause to Greg Nelson, our 2018 President, and board members for their hard work.
But we can always do better, right? I would leave you with one challenge in 2019. My first manager at Provident Life and Accident, Bob Oplinger, had a simple message for me and the advisors with whom we worked – Just Ask! That simple term has stuck with me for more than 30 years. Advisors who ask clients to protect their income and wholesalers who just ask advisors to convince their clients to buy the protection are the backbone of our industry.
So I challenge you to Just Ask! In 2019. Just Ask! your colleagues to join the IDI Society. Just Ask! your your fellow members to attend our 2019 conference. Just Ask! your advisors to attend our monthly Webex meetings. And most importantly, Just Ask! all of your clients if their income is protected.
Don Schamay, CFP®
IDI Society President
Remember, as a member of the IDIS, you receive a free annual subcription 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.
In the coming weeks and months, the IDIS LinkedIn page will become active with news and information. Have you 'liked' the International DI Society on LinkedIn?
Remember, our monthly study group webinars are held on the fourth Thursday of the month at 2:30 pm EST. The next event will be on February 28th. Watch for emails and website announcements coming soon.
Many thanks to all of you who participated in the January study group -- and also to our presenter, Mike Cogdall, CLU. Mike's great ideas and unbridled passion helped get our 2019 started on a positive note!