We are excited to have you join us this year at Jack Pine’s Resort in Osage, MN. This resort provides a rustic Minnesota experience and ample time with our sales team.

Your accommodations and meals are included with your partnership (travel is not).

Please use the form below to register the days you will attend to confirm your room and meals.

July 14th – July 17th, 2024

Jack Pines Resort
53014 MN-34
Osage, MN 56570

What to Expect

Sunday, July 14th

Arrivals anytime after 3:00 PM
5:00: Welcome and Social hour
7:00: Dinner

Monday, July 15th

7:30-8:30 AM: Breakfast
8:45-9:00: Welcome
9:00-9:30: Presentation Group 1
9:30-10:00: Presentation Group 2
10:00-10:30: Presentation Group 3
10:30-11:00: Score Presentations and break
11:00-11:30: Presentation Group 4
11:30-12:00 PM: Presentation Group 5
12:00-12:15: Score Presentations and recap
12:15-1:15: Lunch
1:30-2:30: Carrier Panel
2:30 – 3:30: Presentations Workshop
3:30-7:00: Activities
7:00: Dinner

Tuesday, July 16th

7:30-8:30 AM: Breakfast
8:45-9:00: Welcome
9:00-9:30: Presentation Group 1
9:30-10:00: Presentation Group 2
10:00-10:30: Presentation Group 3
10:30-11:00: Score Presentations and break
11:00-11:30: Presentation Group 4
11:30-12:00 PM: Presentation Group 5
12:00-12:15: Score Presentations and recap
12:15-1:15: Lunch
1:30-2:30: Carrier Panel
2:30 – 3:30: Phil Haug, E4IS Senior VP of Sales
3:30-7:00: Activities
7:00: Dinner

Wednesday, July 17th

7:30-8:30 AM: Breakfast
8:45-10:00: Phil Haug, E4IS Senior VP of Sales
10:00-11:00: What are you putting into your practice?
11:00: Adjourn
Boxed lunch provided

What makes the Sales Retreat different? How does this bring you and our team value without being in front of advisors making a product pitch? If you’ve attended our Sales Retreats in the past, you know the answer to these questions. If not, let us explain…

The Sales Retreat allows you to spend three days with our team instead of a few hours. This time is dedicated not only to collaboration and education but also for fellowship, meals, drinks, and games, truly providing you with a unique experience. We value your partnership and look forward to having you with us. Come prepared with your favorite karaoke songs and for lots of laughs!

Dress code: Come as you are and be comfortable.
The Minnesota woods are hot in July. Your rooms do have AC. There will be mosquitos.

This year’s theme is the Summer Olympics, and there will be games in the evenings for all to participate in.

Sponsors will collaborate with our sales team members to develop presentations and/or participate in a panel. These will benefit our team and their advisors by enhancing their product knowledge and teaching them how to use these tools in their business, emphasizing client delivery. Presentations will be delivered on Monday. Each group will receive feedback and time to refine their presentations, with the final presentations on Tuesday.

You are invited to join Sunday evening through Wednesday morning. We request each sponsor to participate in presentation development with our sales team and invite you to join a carrier panel on either Monday or Tuesday. We will develop the agenda as best we can based on all our sponsors' schedules.

Thank You Sponsors

Emerald Level

Sapphire Level

Topaz Level

Garnet Level