Building Business Together - E4 Insurance Services

This will sell out – RSVP now!

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 to how to manage the flying monkey’s and bad witches. We want to show you what is behind the curtain, and that not everything is as daunting as it may seem.

Venue: Fairway Independent Mortgage
4750 S Biltmore Ln
Madison, WI 53718

BBT is scheduled for 8:00 AM - 5:00 PM Join us from 5:00-7:00 PM for networking and dinner

Thursday, May 9th, 2024

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Agenda

8:00 – 8:30: Registration & Breakfast

8:30 – 8:45: Welcome
Dan Peterson & Brendon DeRouin

8:45 – 9:45: Tom Hegna

9:45 – 10:00: BREAK

10:00 – 12:00 PM: Breakout Sessions

12:00 – 1:00 PM: Lunch

1:00 – 2:00 PM: Tom Hegna

2:00 – 2:45: Business Case Study with Brady Serold

2:45 – 3:00: BREAK

3:00 – 4:00 PM: Attorney Panel

4:00 – 4:45: Chris Gandy

4:45 – 5:00 PM: Wrap-up

5:00 – 7:00: Social Hour & Dinner

Featuring: Tom Hegna, CLU, ChFC, CASL

Tom is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into his books:

Paychecks and Playchecks: Retirement Solutions for Life
Retirement Income Masters: Secrets of the Pros
Don’t Worry, Retire Happy! Seven Steps to Retirement Security

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.

Breakout Sessions

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 a total of four 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.

Maximize Revenue through Life Settlements

When someone says they're going to take Toto, you have options.
-Abacus Life-

Split-Dollar/REBA

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

Executive Benefits (GI Life and GI Disability Income)

Tools to make your key employees as happy as the citizens of Oz.
-Principal-

Three Different Clients and Their Journey with Retirement

-Allianz-

Living Benefits Buy/Sell

Brain's means knowledge.
-Mutual of Omaha-

Survivorship Strategies

What Happens if a House Falls on Your Spouse
-Prudential-

Permanent Life Insurance Paths

If I Only Had a Brain.
-MassMutual-

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-

Unlocking the Emerald City

Harnessing the Power of Living Benefit Riders in the Land of Insurance.
-North American-

Luma Platform for Annuities

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

Tornado of Taxes

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

Journey to the Emerald City

Crafting Unique Financial Paths with Heart and Courage.
-Protective-

Choose Your Path to Success

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Attorney Panel

E4 is honored to welcome these Madison-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:

upcoming estate tax changes in 2026 & strategies to take now
business planning, transfer, buy/sell,
and much more.

Questions are encouraged!

Eric Christoffersen
Managing Shareholder, Attorney
Grams & Christoffersen, S.C.

Joe Higgins
Partner
Foley & Lardner LLP

Dan Purtell
Estate Planning Specialist
Wilson Law Group

Special Guest: Chris Gandy

The Mindset of the 1%

Chris is a former pro basketball player who played for the Chicago Bulls, San Antonio Spurs, and France. He has been featured in numerous magazines such as Crain’s Chicago, GQ, Black Enterprise, and African American Career Worlds.

This year Chris is going to be serving as NAIFA Secretary and has been a loyal member since 2003. As incoming Secretary, Gandy is in line to serve as President-Elect in 2025 and President in 2026.

Chris has spent the last two decades helping individuals reach their most important financial goals, focusing on unique tax reduction strategies, retirement income optimization, generational wealth, and more. He has joined E4 on our weekly BREW and we are excited for him to join BBT-Madison this year. He is going to share pointers on how to have the “Mindset of the 1%” and STAY in that mindset with daily routines, staying mentally strong, and more!