Tuesday, February 3rd, 9:30 AM - 2:30 PM
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The Road to the World Series: High-Net-Worth & High-Income Clients and Businesses
Gameplan Details:
Date: Tuesday, February 3rd
Doubleheader: Game 1: 9:30-12:00 pm, Intermission (Lunch): 12:30 pm-2:30 pm
Location: Cambria Hotel Maple Grove – 9655 Grove Circle N, Maple Grove, MN 55369
Scouting Report:
Steve Walker and Bill Anderson with E4 Insurance Services are proud to partner with Brad Mills with Symetra to start 2026 with a Home Run!
Step up to the plate for a day focused on BIG Case Insurance Strategies with your partners from E4 Insurance Services! Do you work with, or want to work with, High-Net-Worth and High-Income Clients and Businesses?
Start 2026 with a Home Run as you prepare for your journey to the World Series! The lineup will include:
- How to underwrite and prep 6 and 7-figure revenue cases
- Big Case Opportunities
- Estate Planning
- Premium Finance
- Maximizing Wealth Transfer Strategies with IRAs and Annuities
- Long-Term Care Planning
- 7702 Tax Strategies
Select Your Ticket Below!
COACHES
Steve Walker, CLTC, LUTCF
Institutional Vice President
E4 Insurance Services
Bill Anderson, CLU, ChFC, CKA
Wealth Strategist
E4 Insurance Services
