ABOUT THE PROGRAM

When a client doesn’t qualify for individual disability insurance, the planning conversation doesn’t end - it evolves.

Join us for a practical, advisor-focused panel exploring alternative strategies to help protect your clients against the financial impact of a disability. Our panel of professionals will break down how to creatively position and implement:

• Long-Term Care solutions for extended health events
• Accelerated benefit riders on life insurance policies
• Critical illness products for lump-sum protection
  
  

You’ll walk away with new found insights you can immediately apply with clients who may otherwise be left unprotected.

SPEAKERS

Nick Weiler - Senior Brokerage Manager, Modern Life
Nick has been in the financial services and insurance industry since 2008, bringing experience across multiple facets of the business — from working directly with individuals and small business owners as a financial advisor, to supporting independent advisors as a life and disability insurance wholesaler, to his current role as a Senior Brokerage Manager at Modern Life.

Throughout his career, Nick has developed deep expertise in the design and implementation of business and estate life insurance plans, business exit strategies, key person retention strategies, and executive benefit plan structures. He has spoken nationally on business and life insurance planning strategies.

Nick holds a BA in Business from Gustavus Adolphus College and earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.

Outside of work, he enjoys traveling with his family, competing in Ironman triathlons, and skiing.

David Gokie, WMCP - Senior Sales Manager, Assurity Life
David grew up in Columbus, Nebraska, and now lives in Omaha, Nebraska, with his wife, Hannah and his three children, Kateri, Cora, and Felix. David graduated from the University of Nebraska Lincoln with a degree in finance and has worked in the financial advising and insurance industries since, including at Pacific Life and Waddell and Reed Financial Advisors. In 2019 he became a Wealth Management Certified Professional through the American College of Financial Services.

He began his role as regional vice president at Assurity in July of 2021. David enjoys Husker football, playing soccer with his three kids, coaching his son’s soccer team, and working on home improvement projects. He recently traveled to Ireland to visit his mother’s ancestral home, and likes to spend any free time he has helping with his kids’ homework or driving them to and from their many school events. 

Steve Cain - Director/Chief Sales Officer, LTCI Partners
Steve is a Director and the Chief Sales Officer at LTCI Partners. He leads the firm’s sales & business development efforts nationally. His focus is revenue growth – whether it’s coming from existing client relationships to the acquisition of new institutional and group accounts.

Steve has 20+ years in the Insurance & Financial Services industry, working closely with independent broker-dealers, wirehouses and employee benefits consultants. Steve is a graduate of the University of California at Santa Barbara. After graduation, he had a brief career in professional baseball, pitching in the farm systems of three professional teams. Steve resides in Los Angeles, CA.

REGISTRATION

Register online via the IDIS website, or contact Mollie Montgomery at [email protected] or 402.739.0353 and she will add you to the registration list. Watch your email for registration confirmation and a Zoom link.

Tickets

$0.00 Member Ticket: FREE

$0.00 Non-Member: FREE (Non-members can attend up to two Study Group programs at no charge before Membership is required)