EverVest Advisor Growth Workshop | May 28–29, Minneapolis
EVERVEST
Presents
Exclusive Advisor Event — Seats Limited

ADVISOR
GROWTH
WORKSHOP

Two days of elite-level training in seminar marketing, advanced tax planning, and carrier strategy — built for retirement advisors who are serious about scaling.

Dates
May 28 – 29, 2026
Location
InterContinental — MSP
Hours
Thu 4PM – Fri 12PM Sharp
Reserve My Seat — It’s Free Meet the Speakers
$20M+
Scott Briggs annual production
$100K+
In potential tax savings uncovered
50+
Top carriers through EverVest
FREE
Hotel & meals on EverVest
Featured Speakers

LEARN FROM THE BEST

We’ve assembled an elite lineup of practitioners — not theorists — who have built what they’re teaching you to build.

SB
Scott Briggs
Seminar Marketing Specialist
$20M+ Producer

Scott Briggs is one of the most successful seminar-based producers in the country. He built a thriving retirement advisory practice almost entirely through seminars — and now he’s pulling back the curtain on exactly how he does it.

How to fill rooms with qualified prospects using proven direct-mail and digital strategies
The exact seminar presentation that converts attendees into booked appointments
Visibility & credibility — becoming the go-to retirement specialist in your market
Follow-up systems that turn a $5,000 seminar investment into $1M+ in production
BW
Brock Weaver, CPA
Advanced Tax Planning Specialist
Elite Tax Strategist

Brock Weaver is a CPA who specializes in helping financial advisors uncover massive tax savings opportunities hidden inside their clients’ portfolios — the kind most advisors walk right past.

How to identify $100K–$500K in tax savings your clients didn’t know they had
IRA optimization, Roth conversion strategies, and 401(k) rescue planning
How tax planning becomes your most powerful client acquisition tool
Turning tax conversations into annuity and life insurance placement opportunities
MH
Matthew Holmbeck
President, EverVest
Your Growth Partner

Matthew leads EverVest’s mission to give independent advisors the tools, carrier access, and support to compete at the highest level. He’ll walk you through exactly what it looks like to build your business inside the EverVest ecosystem.

How EverVest supports advisors from case design to close
Compensation structures built to maximize your take-home
Marketing & seminar support so you’re never running campaigns alone
Clear, no-pressure next steps to get started
NS
Nate Self, RICP®
Director, Sales Development — GILICO
Carrier Spotlight

Nate Self brings deep product expertise and a hands-on approach to helping advisors win more business. As GILICO’s Director of Sales Development, he works directly with top producers to craft competitive strategies around one of the strongest fixed indexed annuity lineups in the market.

An inside look at GILICO’s most competitive FIA products and current rates
Income rider strategies for clients who need guaranteed lifetime income
Real case studies — how advisors are winning with GILICO right now
Direct access to GILICO’s team for case support and fast appointments
Two Days of Hands-On Training

WHAT YOU’LL
WALK AWAY WITH

Every session is designed to be immediately actionable. No fluff. No theory. Skills and strategies you can deploy Monday morning.

01
A Repeatable Seminar System
Walk away with a proven framework for filling rooms, delivering presentations, and booking appointments at scale — straight from a $20M producer.
02
Tax Planning as a Prospecting Tool
Learn how to use advanced tax analysis to uncover massive client opportunities and position yourself as an indispensable advisor.
03
High-Impact Carrier Knowledge
Get an in-depth look at GILICO’s product lineup and learn how to position top-tier carriers to win more cases and keep clients for life.
04
A Conversion-Focused Follow-Up Process
Stop letting prospects go cold. Build a follow-up system that turns seminar attendees into signed clients week after week.
05
EverVest’s Full Support Platform
Discover the carrier access, case design support, compensation advantages, and marketing resources available to every EverVest partner.
06
Your Personalized Next Steps
Leave the event with a clear, custom action plan for your business — not a generic roadmap, but a real path forward built for your situation.
GILICO
Carrier Partner Spotlight

Great Lakes Insurance Company (GILICO) is one of the most competitive carriers in the fixed annuity space — and their 40-minute spotlight at this event gives you an inside look at how their products can transform your practice.

Highly competitive fixed indexed annuity rates
Strong income rider options for retirement income planning
Streamlined e-app and fast issue process
Agent-focused compensation structure
NS
Nate Self, RICP®
Director, Sales Development — GILICO
Carrier Spotlight

MEET GILICO

Not all carriers are created equal. GILICO’s Director of Sales Development, Nate Self, will give you a 40-minute deep dive into the products, tools, and support that make them a go-to partner for EverVest advisors.

Product Deep Dive
Learn the specific product features, caps, participation rates, and riders that matter most to your clients.
Sales Story & Case Studies
Walk through real-world scenarios where GILICO products solved retirement income problems and won cases.
Direct Access to GILICO’s Team
Ask questions, get direct answers, and build a real relationship with GILICO’s leadership during dinner.
Why Partner With Us

WHY ADVISORS
CHOOSE EVERVEST

EverVest isn’t just a carrier aggregator. We’re a growth platform built around your success — with the tools, support, and relationships to help you win more business.

50+ Top-Tier Carriers
Access the most competitive annuity and life products in the market — all through one relationship, with full contracting support.
Compensation Advantages
Our production-focused compensation model is built to maximize what you take home — with transparent structures and no hidden fees.
Case Design Support
Don’t go into complex cases alone. Our team provides expert case design, illustration support, and product recommendations for every situation.
Marketing & Seminar Support
From direct mail to digital targeting, we help you run the kind of seminars that fill rooms and generate qualified, ready-to-act prospects.
A Community of Producers
Join a network of high-performing advisors who collaborate, share strategies, and hold each other accountable to bigger goals.
Fast Onboarding
We make it simple to get contracted, appointed, and writing business — so you spend less time on paperwork and more time with clients.
✓
EverVest Covers
Hotel accommodations and all meals are provided by EverVest for the duration of the event. Come focused and ready to learn — we’ve got the rest covered.
✈
Agents Are Responsible For
Travel to and from the InterContinental Hotel at Minneapolis-Saint Paul International Airport. Plan early — seats fill fast and you’ll want to be in the room for this one.
Limited Seats Available

RESERVE YOUR
SPOT NOW

This event fills up fast. Enter your information below and our team will confirm your registration within 24 hours.

Workshop Registration

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EverVest
Phone
952-542-6300
·
·
Website
evervest.com

6500 City W Pkwy, Suite 335, Eden Prairie, MN 55344

© 2025 EverVest, Inc. All rights reserved. EverVest Advisor Growth Workshop is an invitation-only event for licensed insurance professionals.

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