Jeff Peterson of Truluma

My guest on episode 47 of the I Love DI Podcast is Jeff Peterson. Jeff is President of Truluma, a DI Brokerage General Agency headquartered in Seattle. Jeff is one of the most forward thinking BGAs in the business and I know you will enjoy hearing about his background and where he thinks the DI industry is headed.

My guest on Episode 46 of the I Love DI Podcast is Max Schmitz. Max is Brokerage Manager for DI & LTC Insurance Services in the San Francisco Bay Area. Max is a 3rd generation insurance professional and I know you will enjoy looking at the disability insurance industry through the lens of a millennial.

In Episode 43 of the I Love DI Podcast, I am going to answer 5 questions that I continually get from producers.

The 5 questions are:

1. Was is the impact of Met leaving the individual D.I. business?
2. How does NML sell so much business?
3. Will new carriers enter the D.I. market?
4. How do we get “non traditional” producers to sell D.I.?
5. What is the biggest untapped source of business for D.I. production?

Doug is 2^nd Vice President, IDI Sales for The Standard. In his leadership roles with 2 leading DI companies, Doug has a unique perspective on where the DI industry has been, where it is today and where it will be in the future.

With almost 40 years of underwriting experience, many of which have been focused on the Guaranteed Standard Issue market, Mark has a unique vantage point of what is going on in the GSI marketplace.

If you are involved in the GSI market, this is an episode you do not want to miss.

In Episode 29, I interview Reed Schnittker. Reed is President of PGT, a Brokerage General Agency located in Dallas, TX.

Reed is a long time veteran of the D.I. Industry and his firm is a leading producer for several insurance carriers. He will share some great insights as to where the D.I. industry is today and what he thinks the future looks like.

In Episode 25, I interview Ray Phillips, President of The Brokers Source, a Brokerage General Agency located in Pittsburgh, PA.

Ray is a long time veteran of the Insurance Industry. Ray is a Past Chairman of NAILBA and as a result, really has his finger on the pulse of insurance distribution.

Interview with Kevin Christensen, Assistant Vice President of D.I. Sales at Illinois Mutual. If you have ever met Kevin, you know he is one of the most passionate individuals in the D.I. Industry.

In the interview, we talk about a wide range of topics, including some of the areas in which IML has a unique advantage in the marketplace.

Presented by:

The Plus Group

Please join The Plus Group®

Learn how you can grow your individual disability insurance sales by approaching associations. During the call, we will share the importance of income protection and why it’s an important (*free*) benefit an association can make available to its members. You’ll gain insight into the marketplace, as well as tips for approaching association executives and their members.

Please note, pre-registration is NOT needed for this Live Audio conference. Participants should dial 888-262-0101, where they will be greeted by an operator and placed into the audio

Presented by:

Jill Dolan
Brokerage Health Sales Director, Mutual of Omaha

Please join The Plus Group® and Mutual of Omaha

Short-term disability makes up a majority of the one billion plus voluntary guaranteed renewable DI sales made on an annual basis. And with the current environment, voluntary sales will only continue to grow. Learn how you can jump on this growing opportunity, prospect smarter and multiply your DI sales with Guaranteed Standard Issue Underwriting in the small business market.

Please note, pre-registration is NOT needed for this Live Audioconference. Participants should dial 888-262-0101, where they