Exclusive Life & Annuity Brokerage Events for Financial Professionals

Discover the key to generating new leads and building your business for success. Sign up to qualify for any one of our exclusive Life & Annuity Brokerage 2025 Stand Out events. Gain action steps from industry professionals who will walk you through client generation and retention strategies, innovative product placement solutions, and the white glove back-office services that make a difference when placing complex cases. Whether you're seeking to improve your marketing and lead generation or want a deeper understanding of specific products for your client base, this is your chance to unlock new opportunities, elevate your business, connect with industry leaders and drive success as a trusted financial professional

Don't miss out—secure your spot today! Check out our upcoming events below and sign up for the one that fits your schedule. Space is limited, and these exclusive sessions fill up fast. 

Are you ready to Stand Out? Four Events, Two Iconic Cities, One Exclusive Opportunity to Unlock. Elevate. Connect.

NASHVILLE, TENNESSEE - Nashville Yards

Where music, innovation and opportunity come together

Join us on for an invitation-only event in Nashville, TN, where you’ll learn how to Stand Out from your competitors, attract more qualified prospects, win their business, and be seen as the “go-to” financial professional in your community.

PLUS – an exclusive private concert featuring Grammy Award-winning songwriter and producer, Brett James. Qualified financial professionals will enjoy an all-expense-paid experience, complete with premium accommodations in the vibrant heart of Downtown Nashville.

Update as of September 19, 2025

We are deeply saddened to share the heartbreaking news that Grammy Award-Winning Songwriter, Brett James, has tragically passed away.

He was scheduled to perform a private concert at our upcoming Stand Out event. Our team has had the privilege to enjoy his performances for the past few years. While his absence will be felt, we are making thoughtful adjustments to our event. 

We appreciate your understanding and will share updated event details with you shortly.

Reserve your spot for one of these dates

NASHVILLE, TENNESSEE - Nashville Yards

Where music, innovation and opportunity come together

Join us on for an invitation-only event in Nashville, TN, where you’ll learn how to Stand Out from your competitors, attract more qualified prospects, win their business, and be seen as the “go-to” financial professional in your community.

 

PLUS – an exclusive private concert featuring Grammy Award-winning songwriter and producer, Brett James. Qualified financial professionals will enjoy an all-expense-paid experience, complete with premium accommodations at Grand Hyatt Nashville, located in the dynamic heart of Downtown Nashville.

Reserve your spot for one of these dates

CHICAGO, ILLINOIS - Wrigley Field

Where action on the field sparks limitless possibilities

For financial professionals who are interested in mastering the art of authority positioning. From seminar attendance, appointment setting, closing ratios, referral activity, and more—this event promises to be a game-changer for your professional growth.

Qualified financial professionals will enjoy an all-expense-paid experience, complete with premium accommodations at Hotel Zachary, just steps away from historic Wrigley Field where you’ll enjoy a Chicago Cubs game from inside the friendly confines.

Reserve your spot for one of these dates

CHICAGO, ILLINOIS - Wrigley Field

Where action on the field sparks limitless possibilities

For financial professionals who are interested in mastering the art of authority positioning. From seminar attendance, appointment setting, closing ratios, referral activity, and more—this event promises to be a game-changer for your professional growth.

Qualified financial professionals will enjoy an all-expense-paid experience, complete with premium accommodations at Hotel Zachary, just steps away from historic Wrigley Field where you’ll watch the Chicago Cubs take on the Milwaukee Brewers from rooftop seating.

Reserve your spot for one of these dates

SPEAKERS

Jake Marxen

Executive Vice President
Head of Life & Annuity Brokerage
Gallagher Life & Annuity Brokerage

Brenda Davis

Senior Vice President
Head of Life Distribution
Gallagher Life & Annuity Brokerage

Wade Laughey

Senior Vice President
Head of Annuity Distribution
Gallagher Life & Annuity Brokerage

Jason Orlosky

Area Vice President
Head of Investment Strategy & Platform
Gallagher Fiduciary Advisors, LLC

Mark Triplett

CEO/Founder
Triplett-Westendorf Financial Group

Mike Saunders

Authority Marketing Strategist

DETAILS

WHEN
Wednesday, October 22 - October 24

WHERE
Union Station, Nashville Yards
1001 Broadway, Nashville, TN 37203
(615) 620-5663

PLANNER
Rosa Macias