Building Business Together (BBT)

04may7:30 am6:30 pmBuilding Business Together (BBT)Time has ran out! Better luck next time!

Event Details

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 9th 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!

Super CE

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

Jedi Academy

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

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

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

10:25 – 10:35 AM

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

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

12:00 – 1:00 PM

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

1:40 – 2:20 PM
Karen Hofmann, PrudentialWhy Now? Creating Urgency with clients in addressing planning concerns

2:20 – 2:30 PM

2:30 – 3:20 PM
Advisor PanelThe Jedi Council: Where annuities fit in our business

3:20 – 4:20 PM
Mike Carr, NFL Official & LIFT ConsultingJedi Peacekeepers: Tales from the field

4:20 – 4:30
Closing Remarks

4:30 – 6:00 PM
Cocktail ReceptionNetwork with Jedi’s & other attendees

7:00 PM
Hospitality Suite 301/2

May the Fourth Be With You

E4 Insurance ServicesPrudentialMutual of OmahaSecurianAthene


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May 4, 2023 7:30 am - 6:30 pm


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