You’re Invited To A Special Disability Income Event 🫵 Sept 29th
Protect More Clients. Create More Opportunities. Grow Your DI Business.
Disability Income insurance remains one of the most overlooked planning opportunities in the marketplace. Join CPS and leading industry experts for an exclusive workshop designed to help you strengthen your Disability Income Planning knowledge, enhance client conversations, and uncover new business opportunities.
Whether you’re working with individuals or business owners, you’ll gain practical strategies that can help you confidently position income protection solutions and deliver greater value to your clients.
What You’ll Learn
✅ Proven DI planning strategies for individuals and business owners
✅ How to identify and uncover hidden DI opportunities
✅ Sales ideas and real-world case studies you can use immediately
✅ Product insights from leading DI carriers and specialists
✅ Techniques to increase client engagement and protection planning conversations
📅 Tuesday, September 29, 2026
🕛 12:00 PM – 2:00 PM
📍 Il Fornaio at 18051 Von Karman Ave, Irvine, CA 92612
Lunch and valet parking provided.
FEATURED SPEAKERS
- Tom Nicols, CLU, FLMI, Vice President DI Sales & Marketing with CPS
- Jordan Callihan, Reginal VP with Assurity
- Seth Groff & Ryan Lobo with International Disability Underwriters (IDU)
- Josh Craig, Regional Sales Manager with Principal Financial Group
Questions? Contact the CPS DI Team at (949) 863-0700 Option 4.
