
SUMMIT ACCESS
Full access to all sessions, speakers, and networking events.
DAY 1
MONDAY
Start the week the right way at our Monday Night Welcome Reception. This relaxed evening is designed for meaningful connection, bringing together 200 of the industry’s top advisors, leaders, and builders in one room.
It’s your opportunity to shake hands, share stories, and begin conversations that often turn into long-term friendships and referral partnerships.
5:00pm - Optional Worship Session
6:00pm - Arrival to Welcome Reception
DAY 2
TUESDAY
This is the day built for results. Expect proven strategies, real-world case studies, and tactical insights from advisors operating at a high level right now.
Every session is designed to give you clarity, confidence, and a playbook you can actually use.
7:00am - Registration & Check In
8:00am - Session 1
1:00pm - Lunch
2:00pm - Session 2
5:30pm - Wrap Up
6:00pm - Networking Dinner
DAY 3
WEDNESDAY
The final day features additional sessions followed by a clear and intentional close to the event.
This is your time to solidify takeaways, connect the dots, and walk away with a strong sense of direction and next steps.
7:30am - Doors Open
8:00am - Session 1
1:00pm - Lunch
2:00pm - Session 2
5:30pm - Wrap Up
Our past speaker lineup has featured some of the most respected and influential leaders in the life insurance and financial services industry. From bestselling authors and industry pioneers to top advisors and entrepreneurs, attendees gain insights from experts who are shaping the future of the profession. Each year, we bring together world-class speakers who deliver practical strategies, fresh perspectives, and meaningful inspiration.






























READY TO GET STARTED?
GARRETT GUNDERSON
"...Here I am, fourth year in a row, having amazing conversations, meeting incredible people, reconnecting with the people that I met years ago and being able to just share who I am. Every time I walk away, it's with lifelong relationships."
BROCK JOLLY
"This has just been an awesome opportunity to kind of re-engage, learn from some of the best, hear different ideas, meet some great, great people, as well as great advisors. So I've loved my time."
WALTER YOUNG
"The people that are here, the giving, the ability for them to have this camaraderie, I think is unparalleled in the industry itself. I love coming to these events. I will always come to these events."
DANIEL RONDBURG
"I truly believe after coming to this event for four years in a row that if you're not in this room with us, you're just at a competitive disadvantage from the people that are here."
Everything is amazing. It is hard to find something to improve. Too many details make the experience unforgettable. Great job, Caleb and team!
I was in the presence of great people and thoughts, legends of the industry. Thank you, BetterWealth, for your inspiring work putting it together.
Appreciate the ability to come together with incredible like-minded individuals in our industry. Thank you, BetterWealth team!
People in this business are always giving back and want to help others. Egos are left at the door.
The BetterWealth team and attendees are so welcoming. I feel blessed for the interactions I've had over the past few days.
Every speaker brought unique value and perspective to many aspects of our lives and industry. Outstanding! Thank you!
We’ve been honored to host a lineup of respected voices who are actively shaping the industry. Past speakers include experienced advisors, thought leaders, and practitioners who bring real-world insight, proven strategies, and a commitment to excellence.




















ALL THE FREQUENTLY ASKED QUESTIONS IN ONE PLACE
All ticket sales are final and non-refundable. However, you may transfer your ticket to another person. Please let us know 48 hours in advance in you're unable to attend.
Tickets must be purchased online prior to the event. No tickets will be sold at the conference.
Please contact [email protected] for details.
Please contact [email protected] for all sponsorship questions.
As you might have guessed, please contact [email protected]! We are here to help.
We offer a limited number of financial assistance options for those who would like to attend but need support with the cost. If this applies to you, please complete the financial assistance request form. All requests are reviewed individually, and availability is limited.
