Meeting/Event Information

    14th Annual IDIS Conference

    October 21, 2018 4:00 PM to October 24, 2018 11:30 AM
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    Marriott St. Louis Grand
    800 Washington Ave.
    St. Louis, MO 63101
    Venue website

    Registration is STILL open for our Annual Conference set for October 21-24 in St. Louis!  

    It is definitely NOT too late for you to sign-up!

    We are excited to have you join us for our 14th annual IDIS Conference in the Gateway City. This year we will be "Takin' Care of Business." Learn from industry leaders how to help your business owner clients survive a loss of income and offer opportunities to meet the leaders of our industry's most important carriers. You will come away understanding how important you are to the success of their income protection plan.

    We're planning a great event for you featuring the following keynote speakers.

    Deirdre Van Nest 
    Deirdre Van Nest is the creator of the Crazy Good Talks™ Blueprint, a system that teaches financial professionals how to build their brands and bring in business through speaking. She is the host of Crazy Good Talks TV for advisors, agents and experts and is often called upon for interviews on radio and TV talk shows. 
    The program she will be presenting for us is How to Stand Out From the Crowd and Set More Appointments in One Hour than Many Advisors Set in One Week. Do you want to stand out as the “Go-To” experts in their community or niche? Do you wish you could spend less time on marketing and more time working with clients or at home with your familly? If you answered yes to either question then you MUST become “Crazy Good” at delivering presentations that are enjoyable/memorable AND get audience members to sign up for an appointment. Without this skill set many Advisors will never reach “Go-To” status and are working much harder than needed to get clients.

    Eric Buchanan
    Eric Buchanan will present a "can't miss" program on How to be Your Client’s Hero.  Eric represents disabled people and other policyholders across the United States in both ERISA and non-ERISA disputes, focusing primarily in the areas of disability, life, and health insurance.  Eric has represented over 1200 people in social security hearings since 1995, and has been certified as a Specialist in Social Security Disability Law by the National Board of Trial Advocacy since 2007.

    Fred Hill, CLU

    Fred Hill, CLU is focused on helping corporate clients design effective retirement, retention, life insurance and income protection strategies for key employees. You won't want to miss his program on The Anatomy of the Executive Benefit Plan Fred joined NFP Executive Benefits as a producer in 1998, was promoted to Managing Director in 2003 and became a Principal of the firm in 2007. In 2016, Fred was asked to coordinate the integration of NFP Executive Benefits significant supplemental disability resources and he is responsible for managing our sales and consulting services in this area for the company. NFP is a leader in the individual disability space, working with a variety of carriers to consistently produce annual sales of more than $10,000,000.  Fred previously worked with insurance carrier Unum (Paul Revere) in management, product and new business development.  He serves on several industry advisory boards and is a frequent speaker at insurance carrier, reinsurer, and industry events. He is an active member of the Association for Advanced Life Underwriting. Fred graduated from the University of Georgia with a Bachelor of Business Administration in Risk Management and Insurance.

    Roger Sweaney

    Roger Sweaney is a 50-year-old cancer, epilepsy and stroke survivor.  His life was changed forever by a combination of a malignant brain tumor, epilepsy, and a stroke.  It is believed Roger is the first person in medical history to survive such a potentially deadly trio of medical challenges.  In hs program called Check the Box, Roger will share his inprirational story of survival, of becoming a medical miracle in his 30’s, and what his life is like today.  Living in Seattle, Roger is an active volunteer in the arts community such as the Seattle Theatre Group, as well as formally the Seattle Mariners baseball team, and continues his work to help others facing medical challenges. Living in Seattle, Washington, Roger is an active volunteer with the Swedish Medical Center, Seattle Theaters Group (STG), the Seattle Mariners (2009), and for the last four years he has also volunteered at the world’s largest music festival, Summerfest in Milwaukee, Wisconsin.  Formerly a Finance Manager with GE Healthcare headquarters in Wisconsin a $13 billion division. Roger was responsible for managing high risk/material financial issues, performing due diligence, limited time for resolution. 
    Roger also served as the Business Development, Manager at GE Healthcare. 


    DAY 1 - OCTOBER 21

    2:30 p.m. to 4 p.m. -- Just added! Young Advisor/Wholesaler Workshop led by Kevin Christensen, Assistant VP of DI Sales at Illinois Mutual.

    Plan on attending this two hour workshop to hear from experienced leaders who have mentored young advisors and wholesalers throughout their careers. What works - what doesn't - and what you can do today to build a thriving practice.

    3 p.m. to 4 p.m. – Exhibitor Set Up

    4 p.m. – Registration Opens

    5 p.m. to 6 p.m. – Welcome Reception

    6 p.m. – Dinner on Your Own

    DAY 2 - OCTOBER 22

    8 a.m. – Ongoing Registration & Exhibitors Open

    8 a.m. to 9 a.m. – Breakfast

    9 a.m. to 10 a.m. – Grand Opening

    10 a.m. to 11 a.m. – General Session: Speaker Roger Sweaney - Check the Box

    11 a.m. to 11:30 a.m. – Exhibitor Refreshment Break

    11:30 a.m. to 12:30 p.m.
    Breakout #1 - A-L:  Brian Cunningham (Guardian Life) Adjudicating the Business Based Claim

    11:30 a.m. to 12:30 p.m.
    Breakout #2 - M-ZMichael Prothe (Mutual of Omaha) -- A Look at the Critical Illness Sale

    12:30 p.m. to 1:30 p.m. – Lunch

    1:45 p.m. to 2:45 p.m.
    Breakout #1 - M-Z:  Brian Cunningham (Guardian Life) -– Adjudicating the Business Based Claim

    1:45 - 2:45
    Breakout #2 - A-L:   Michael Prothe (Mutual of Omaha) -- A Look at the Critical Illness Sale

    2:45 p.m. to 3 p.m. - Break

    3:15 p.m. to 4:15 p.m. – General Session: Fred Hill, CLU – The Anatomy of the the Executive Benefit Plan

    4:30 p.m. to 5:30 p.m.
    – Exhibitor Networking Event

    5:30 p.m. – Dinner on Your Own

    DAY 3 - OCTOBER 23

    8 a.m. to 9 a.m. – Breakfast

    9 a.m. to 10 a.m. – General Session: Eric Buchanan – Become Your Client's Hero

    10 a.m. to 10:30 a.m. – Refreshment Break

    10:30 a.m. to 11:30
     a.m. – Breakout #3 - A-L:  Chase Brakke, North Star Resource Group - The Business of Medicine

    10:30 a.m. to 11:30 a.m. – Breakout #3 - M-Z:  Joseph Keith CIC, CWCA, Teeter Group - Working with the Property and Casualty Producer

    11:30 a.m. to 1 p.m. – 
    Awards Luncheon

    1:15 p.m to 2:15 p.m. – Breakout #3 - M-Z:  Chase BrakkeNorth Star Resource Group  - The Business of Medicine

    1:15 p.m. to 2:15 p.m. – Breakout #3 - A-L:  Joseph Keith CIC, CWCA, Teeter Group - Working with the Property and Casualty Producer 

    2:15 p.m. to 3:15 p.m. – General Session: Dierdre Van Nest - How to Set More Appointments in an Hour than Most Advisors do in a Month

    3:15 p.m. to 3:30 p.m. – Exhibitor Break

    3:30 p.m. to 4:30 p.m. – Company Town Hall/Company Leader Forum

    5 p.m. – Dinner on Your Own

    Day 4 - OCTOBER 24 

    8:30 a.m. to 9:30 p.m. – Working Breakfast/General Session

    9:30 a.m. to 11:30 a.m. – JeoparDI with Courtney Wilson

    11:30 a.m. – Conference Adjourns


    Click here to register online.  Members:  You should be able to login using your e-mail address for your login ID, and your last name (first letter capitalized) for your password.  If you have problems logging in, send an e-mail to and we will re-set your login for you.

    Click here to download a pdf file of the registration form. 

    The registration fee for IDIS members is $575 thru August 15, and then $675 after August 15. 

    We're also looking for additional SPONSORS for the event.  CLICK HERE for information on the wide range of sponsorship opportunities that are available. 


    A block of rooms has been reserved at the meeting site, the Marriott St. Louis Grand, located at 800 Washington Ave., St. Louis, MO 63101.  Our discounted room rate is $149 a night,   Hotel room rates are subject to applicable state and local taxes (currently 17.929%) in effect at the time of check-out.  Click here to make your reservation online, or call 1-800-397-1282.   The deadline for booking at our group rate is 10/01/2018. Overnight self-parking is $25/night and overnight valet is $35/night. Check-in time is 4pm and check-out is 11am.  HURRY - the deadline for making your reservation at the group rate is Friday, October 5th.


    Contact Executive Director Joe Pittman at or 844-249-8806.  We look forward to seeing you there!