Join E4 Insurance Services for our 9th annual Building Business Together (BBT) symposium.
We’re going all in with “May the Fourth Be With you” and are featuring a Star Wars themed 1-day financial security and wealth protection conference.
Help your clients discover the power of financial security.
Learn how to protect assets from the dark side of life.
Secure your clients’ financial futures like a Jedi Master!
Register early and don’t miss this epic event.
While outer space is unlimited, space at the BBT is not.
7:30 AM – 8:30 AM – Super CE
8:30 – 9:00 AM – Check-in, Breakfast & Welcome
9:00 – 9:45 AM: Tiffany Markarian
Winning the Client Acquisition War
9:45 – 10:25 AM: Jon Jacobs
Insurance and Advisory positioning for Millennials and Gen Z
10:25 – 10:35 AM: BREAK
10:35 – 11:15 AM: Natalia Keene
Opportunities with Business Valuations
11:15 – 12:00 PM: Shane Van Patten
Getting advisors and clients to engage on Long-Term Care
12:00 – 1:00 PM: Lunch
1:00 – 1:40 PM: Michelle Owens
Before I Met You: IUL as a key asset class in investment portfolios
1:40 – 2:20 PM: Karen Hofmann
Why Now? Creating Urgency with clients in addressing planning concerns
2:20 – 2:30 PM BREAK
2:30 – 3:20 PM: Advisor Panel
The Jedi Council: Where annuities fit in our business
3:20 – 4:20 PM: Mike Carr
Jedi Peacekeepers: Tales from the field
4:20 – 4:30 Closing Remarks
4:30 – 6:00 PM – Cocktail Reception
Network with Jedi’s & other attendees
7:00 PM Hospitality Suite 301/2
Jedi Masters
Tiffany Markarian
Marketing Strategist
Advantus Marketing
Jon Jacobs
Wealth Management Strategist
LIBRA
Natalia Keene
Business Succession Strategist
Securian Financial
Shane Van Patten, CLTC
Long-Term Care Jedi
Certification in Long-Term Care (CLTC) Instructor
Regional VP, E4 Insurance Services
Michelle Owens
Advanced Markets Consultant
Mutual of Omaha
Karen Hofmann
Advanced Markets Consultant
Prudential
Mike Carr
NFL Official/Keynote Speaker
LIFT Consulting
May the Forth Be With You
Social Sponsors
Lodging
The Delafield Hotel
Reduced Rate/Limited Space
415 Genesee Street
Delafield, WI 53018
P: 262-646-1600
If booking on phone, reference E4 event
Visit Website
AmericInn
2412 Milwaukee St
Delafield, WU 53018
262-421-4258
Visit Website
Holiday Inn Express & Suites
3030 Golf Rd
Delafield, WI 53018
262-646-7077
Visit Website
La Quinta Inn & Suites
2801 Hillside Dr
Delafield, WI 53018
262-395-1162
Visit Website