Building Business Together (BBT)

Location: Delafield Hotel, Delafield WI.
The Delafield Hotel is a fantastic venue for this year’s event with first class amenities and dining, and walking distance to great restaurants, and night-spots in the charming village of Delafield, all in the heart of Southeast Wisconsin’s Lake Country.

This is the 9^th year of this exciting event, and this edition promises to be out of this world! We have prepared a stellar line-up of presenters and activities.

Registration is now open! Lock-in your spot today and RSVP below! We’ll see you there!

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Super CE

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7:30 AM – 8:30 AM
Super CE
Earn up to 17 hours of state insurance and 10 hours of concurrent designation continuing education credit
Course: Ethical Considerations for Life and Death
*Requires separate registration prior to May 4th, 2023
Click here to register

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Jedi Academy

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8:30 – 9:00 AM
Check-in, Breakfast & Welcome

9:00 – 9:45 AM
Tiffany Markarian, Advantus Marketing
Winning the Client Acquisition War

9:45 – 10:25 AM
Jon Jacobs, LIBRA
Insurance and Advisory positioning for Millennials and Gen Z

10:25 – 10:35 AM
BREAK

10:35 – 11:15 AM
Natalia Keene, Securian
Opportunities with Business Valuations

11:15 – 12:00 PM
Shane Van Patten, E4 Insurance Services
Getting advisors and clients to engage on Long-Term Care

12:00 – 1:00 PM
Lunch

1:00 – 1:40 PM
Michelle Owens, Mutual of Omaha
Before I Met You: IUL as a key asset class in investment portfolios

1:40 – 2:20 PM
Karen Hofmann, Prudential
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, NFL Official & LIFT Consulting
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

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May the Fourth Be With You

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E4 Insurance Services
Prudential
Mutual of Omaha
Securian
Athene