2024 Building Business Together -Madison, WI

E4 is excited to bring our 2nd Annual Building Business Together (BBT) and the “Land of Insurance Opportunities” to Fargo, ND. Becoming a financial professional can be a difficult journey. But you’re here, which means you made it. You survived the tornado of licensing and contracting. You made it through the dark forest of underwriting and likely made some friends along the way. You’ve built your book of business and learned how to manage the flying monkeys and evil witches.

Avalon Events Center, Fargo ND

Thursday, September 5th, 2024

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Agenda

8:00 – 8:30: Registration & Breakfast
8:30 – 8:45: Welcome to the Land of Insurance Opportunities
8:45 – 9:45: Tom Hegna
9:45 – 10:30: Disability Income Case Study
10:30-10:45 – Break
10:45 – 12:15 PM: Breakout Sessions
12:15 – 1:00: Lunch
1:00 – 1:15: The Galleri Test for Early Cancer Detection and Case Study with Symetra
1:15 – 1:45: Joe Ross, Corebridge
1:45 – 2:45: Tom Hegna
2:45 – 3:00: Break
3:00 – 4:00: Attorney Panel
4:00-4:30: Closing Remarks
4:30 – 6:30: Reception

NDSU Student Registration

Featuring: Tom Hegna, CLU, ChFC, CASL

Tom’s story is one of dedication and success, mirroring the values we hold dear at E4. Tom spoke at our BBT-Madison, WI conference, and those in attendance were incredibly impacted by his message. We are proud to have a speaker with an ND/MN background! Hailing from a small town in Minnesota, Tom went on to attend North Dakota State University (Go Bison!), class of 1983, on an Army ROTC scholarship.

Tom has been an author, speaker, economist, and popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! His impressive background includes:

Military service (Lieutenant Colonel, retired)
Successful insurance career (MetLife, New York Life)
Author of 5 retirement books
Trained over 300,000 advisors worldwide
5,000+ live seminars across the US
PBS TV special: “Don’t Worry, Retire Happy”

Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories.

Don’t miss this exciting opportunity to learn from the best, network with colleagues, and gain valuable strategies to propel your success!

Breakout Sessions – Register Below

Breakout sessions allow you to explore the subjects most relevant to your expertise and curiosity. Network with peers and leaders in meaningful conversations to build new relationships and strengthen existing ones. These sessions are designed to navigate challenges and seize opportunities in your book of business.

Each session will be 25 minutes, allowing you to attend three sessions. A schedule of room numbers and timeslots will be provided at the conference. Select an icon to learn about the available sessions. Choose your path and register using the form.

Permanent Life Insurance Paths: If I Only Had a Brain

Protecting the People Behind the Curtain – Asymmetrical benefits for asymmetrical employees
-Mass Mutual-

LUMA Platform for Annuities

Become the Wizard of Knowledge of your existing annuity block.
-LIBRA-

IUL Planning and the Forgotten Risk

Learn how to mitigate the often overlooked legislative risk in the financial planning process with the Wealth Accumulate 2 IUL and AssetEdge VUL.
-Lincoln-

Split-Dollar/REBA

How to retain and reward your flying monkeys.
-Symetra-

Executive Benefits - Guaranteed Issue

Learn how to place meaningful coverage WITHOUT the hassles of underwriting.
-E4 Insurance Services-

Long-Term Care: There's No Place Like Home

Help your clients create a plan that helps keep them at home as they age.
-OneAmerica-

Living Benefits Buy-Sell: Brain's Mean Knowledge

Brain's means knowledge.
-Mutual of Omaha-

Tornado of Taxes

Weathering the Potential Storm with Life Insurance and Long-Term Care Planning for Business Owners.
-Securian-

Managing the Flying Monkey's

Discussion with E4 about the many twists and turns on the path to financial success.
-E4IS-

Choose Your Path to Success

The Galleri Test

In an industry often associated with death, Galleri redefines what life insurance can do by adding value not later but right now. Join us to learn about the Galleri® test, the first-of-its-kind multi-cancer early detection test that looks for a signal shared by 50+ types of cancer with a single blood draw. Discover how this test is being embraced by the Life Insurance industry, from carriers to producers and policyholders alike.

Renee Pelletier, MS, CGC
GRAIL

Kelsey Spencer
GRAIL

Attorney Panel

E4 is honored to welcome these Fargo-based attorneys to the stage. Each attorney has collaborated on client cases through the years and we truly value their talents. These insightful panelists will share their experience on a variety of subjects including: