Statistically Proven: A Smarter Way to Sell GSI

Mark your calendar for our last study group of the year on Thursday, November 19 starting at 2:00PM Eastern, 1:00PM Central Time, featuring Max Yetworth and Brett O'Brien. 

In addition to summarizing their standout breakout sessions for the 2026 IDIS Annual Conference, Max and Brett will deliver an actionable overview of proven strategies for selling Guaranteed Standard Issue (GSI).

Key Takeaways:

• How the disability risk changes as the risk pool grows
• Group LTD as a good first layer but how it doesn’t address the coverage gap
• Using GSI to shrink the coverage gap for the highest income earners
• The markets that are prime for this solution
• How to Start the Conversation

The International DI Society is proud to recognize The Plus Group as one of our Gold Annual Partners, and we sincerely appreciate their continued support of IDIS and our mission to advance the disability insurance profession.

We hope you'll join us for this informative discussion and gain valuable insights you can put to work in your conversations with your clients.

OUR PRESENTERS

Max Schmitz is President of Yetworth Insurance Solutions and CEO of Dingo Technologies, Inc. as well as author of Planting the Seed: 20 Ways to Preserve Your Yetworth and co-author of The Questions and Answers on Disability Insurance  Workbook.

Max is a graduate of the University of California, Davis, and earned his master’s degree in Financial Services through the American College in 2015. He quickly became a leader within the industry, serving as President of his local chapter of the National Association of Insurance and Financial Advisors, Political Involvement Chair of NAIFA California, along with President of the International Disability Insurance Society.

Max lives in Geneva, IL with his young family and in his "spare" time enjoys his three kids' active sports and theater schedule as well as backpacking trips all around the U.S.

Brett O'Brien joined T. J. O’Brien & Associates, Inc. in June, 2011 after managing a bar & restaurant for the prior year. He graduated from Clemson University in the fall of 2009 with his B.S. degree in Architecture and obtained his Life, Accident & Sickness insurance license in the spring of 2011. Since joining his father’s firm, Brett has thrown himself completely into his chosen career, spending countless hours in training both locally as well as in various home offices – establishing himself as an expert resource for all things involving income protection (Individual DI, Overhead Expense, DI Buy Out, Key Person  DI, Retirement Security, Business Loan Protection, etc.) and life insurance.

Additionally, Brett completed the testing requirements to obtain his Disability Income Associate (DIA) designation through the National Association of Health Underwriters (NAHU). Repeatedly named  a Top Advisor under 40 by the Atlanta Association of Insurance and Financial Advisors (NAIFA), Brett’s responsibilities include growing traditional brokerage relationships as well as providing a  resource as a broker’s broker across the United States.

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.

Thank you to this month's Study Group Webinar sponsor:

Tickets

$0.00 Member: FREE

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