The Road to the World Series: High-Net-Worth & High-Income Clients and Businesses

03feb9:30 am2:30 pmThe Road to the World Series: High-Net-Worth & High-Income Clients and Businesses

Event Details

Gameplan Details:
Date: Tuesday, February 3rd
Doubleheader: Game 1: 9:30-12:00 pm, Intermission (Lunch): 12:30 pm-2:30 pm
Location: Cambria Hotel Maple Grove – 9655 Grove Circle N, Maple Grove, MN 55369

Scouting Report:

Steve Walker and Bill Anderson with E4 Insurance Services are proud to partner with Brad Mills with Symetra to start 2026 with a Home Run!

Step up to the plate for a day focused on BIG Case Insurance Strategies with your partners from E4 Insurance Services! Do you work with, or want to work with, High-Net-Worth and High-Income Clients and Businesses?

Start 2026 with a Home Run as you prepare for your journey to the World Series! The lineup will include:

  • How to underwrite and prep 6 and 7-figure revenue cases
  • Big Case Opportunities
  • Estate Planning
  • Premium Finance
  • Maximizing Wealth Transfer Strategies with IRAs and Annuities
  • Long-Term Care Planning
  • 7702 Tax Strategies

Register here!

Time

February 3, 2026 9:30 am - 2:30 pm
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