Form

Join us at Insurance Intel from July 17-18, 2025!

Integrating insurance products like annuities, life insurance, and long-term care with traditional investment strategies can enhance your financial planning approach and provide stronger protections for your clients.

Insurance Intel is a two-day, all-expenses-paid training session designed to deepen your understanding of insurance.

You'll learn the core principles of insurance, discover when and how to use the products effectively, and explore how to implement them in your practice. Hear from our Head Actuary, Dan Slater, and other experts about how these insurance solutions can help your clients achieve their financial goals.

The landscape of retirement planning is evolving, and insurance is now a key part of the equation. Take the first step in revolutionizing your understanding of the modern-day retirement plan at Insurance Intel!

First name*

Last name*

Name for Badge*

Your preferred name to be printed on your badge

Email*

Mobile phone number*

Emergency Contact Name*

Emergency Contact Phone*

Emergency Contact Relation*

Do you have any dietary needs or restrictions?*

Do you require any specific mobility aids or services?*

Visa Gift Card Recipient*

We know leaving your office and family for a few days to visit us is very challenging, especially for the people holding down the fort while you are gone. We’d love to send them a Visa gift card for a great meal and a thank you. It could be a spouse, key office employee, or anyone of your choosing. Please provide their info here.

Visa Gift Card Recipient Physical Mailing Address*

For Minnesota Advisors: Would you like to stay at the hotel?

Yes