Networking Conference for

Forward-thinking Benefits Advisors

Personal development and networking for advisors committed to professional growth.

January 27 - 29, 2020 | TAMPA, FL


Are you ready to openly collaborate with your peers?

Are you willing to challenge your clients to embrace new strategies?

Are you committed to personal growth?

Agenda & Speakers

Running a growing, thriving company takes a holistic approach

As you hear from us often, it takes both insurance and non-insurance solutions to create an effective program and be a well-rounded advisor for your clients. And it’s no different for your own businesses.

We’ll take the time together to look at your operations from marketing to sales to team structure to client experience in a way that helps you bring a complete message and a complete program to life in an effective way that resonates with buyers.

#NewNormal #GetYourSHIFTTogether  #GYST

Keynote speaker Patrick Galvin

Patrick Galvin is cofounder and chief galvanizer of  The Galvanizing Group, a speaking, coaching and consulting company in Portland, Oregon that helps high-performance companies and teams galvanize repeat and referred business through better relationships. A National Speakers Association (NSA) member and former NSA Oregon president, Patrick takes pride in delivering tailored presentations that have a lasting impact.

Patrick is the author of  The Connector’s Way: A Story About Building Business One Relationship at a Time which is a parable about a struggling insurance agency owner who discovers simple yet effective ways to cultivate relationships that fuel his personal and professional success. 

Agenda: Step up your game

  • Define what you want your clients to experience and take charge of creating processes to take them through it consistently.
  • Sometimes this may require reorganization of teams and roles. That’s okay. Just go about it with clear intent.
  • Attracting attention of the prospects you want to talk with requires the right message. That’s not necessarily easy to define, but it is effective.
  • Having conversations with prospects and clients that resonate must address the modern complexities of business.
  • Many new agencies are starting, and many are reinventing themselves and acting like they’re just starting up. What lessons can we all learn from an agency in start-up mode?
  • Not all clients are large businesses and ready for or even able to go self-funded. How do we help them with creative benefits and solutions?

January 27 - 29, 2020 | TAMPA, FL

Monday, January 27th, 2020

2:00 pm – Session Begins

Welcome & Kick-off | Kevin Trokey


Vendor Happy Hour Networking

5:00 pm – Session Ends

Group dinner at The Vault

Tuesday, January 28, 2020

7:45 am – Breakfast

8:30 am – Session Begins

12:00 pm – Lunch

4:30 pm – Session Ends

Cocktail Hour

Wednesday, January 29, 2020

7:45 am – Breakfast

8:30 am – Session Begins

11:30 am – Session Ends

Cost to attend

$1190 | Agency attendees who are not Q4i members

$2330 | Vendors – 1st attendee; $1190 2nd attendee

$1100 – $3200 | Promotional sponsorship opportunities available

Conference facilitated by Team Q4i

Attending Vendors

ALM Media Properties, LLC
Ault International Medical Management, LLC
BeneCard PBF
CHA America
Employee Benefits Services
National Insurance Partners Corp.
Nova Healthcare Administrators
Rx Manage
Rx ‘N Go
Sedera Health
Wakely Consulting Group LLC

Please note: We place a very high value on all of our agency attendees and vendors who attend and sponsor Q4Live, and we respect and protect that participation by enforcing a no suitcasing policy. Anyone coming to the event or venue without a registration, or anyone scheduling events that interfere with any of our schedule, will be called out and asked to leave.

Our Sponsors



Cocktail Hour:

Learn and network with industry leaders

All non-agency attendees are considered vendors.

If you are interested in attending as a vendor to network with our agencies, please apply below.

If, as a vendor, you are also interested in having some stage time to share an educational message with our agencies that fits with our topic, please include details of your suggested content and how it is relevant for our audience of advisors. No sales pitches. We have few spaces available and will only select messages relevant to the overall agenda.

Speaker selections will be made after registration.

Thanks for your interest!

Apply for admission

Want to network with our Q4i members and vendors?

We’re accepting applications from agencies and vendors interested in attending and being an active part of our learning community.

Fill out the application and let us know who you are, why you want to be there, and how your participation could influence employers and community.

We have limited guest agency and vendors spaces available and now have them open for registration by invitation only for our January 2020 conference.

For vendors, we have a limited number of sponsorship opportunities available for you to receive promotion and extra love throughout the event! Your sponsorships are incredibly valuable in helping us bring in outside speakers and keeping the quality of the event so high. We all appreciate your participation in attending and sponsoring!

Are you a Q4i member?

What Others Say About Q4Live

“I want to thank you all for the Q4 Live Conference this week. It was outstanding. I have been to many industry events and this one was the best of the best. Not only was the content excellent but the planning and format supported everything you were trying to do. The pace of the presentations, the opportunity to debrief regularly and the quality of the speakers was unlike anything I have been a part of before. The icing on the cake was the healthy food options. I came away with new knowledge, new friends, and an even stronger desire to create a “new normal” for my clients.”

“The content is great. I end up not being able to sleep at night while we are there because I’m wrapped up thinking about everything that was presented. The attendees are real people with like problems and questions. They all want to help you grow and succeed. It is the most genuine group of people I have ever met! I get more out of these conferences than any other.”