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About


Location

Ridgway | Telluride, CO

Chipeta Lodge Resort + Spa
304 S Lena St.
Ridgway, Co.  81432

 

Dates

4th Annual Event

February 24-26, 2027

 

 


 

The Premier Industry Event of the Year!

Our exclusive, invitation-only event is tailored to bring together the industry's top COLI producers in the beautiful San Juan Mountains, fostering a vibrant atmosphere for idea-sharing.

We'll discuss nonqualified deferred compensation plans, COLI, iCOLI, executive benefits, emerging technologies, industry updates and much more!

Beyond the sessions, you'll have the chance to reconnect with old friends and forge new friendships with like-minded individuals.

The retreat includes: 

  • 2-Evening accommodations at Chipeta Lodge Resort + Spa - Wednesday, 2/24 and Thursday, 2/25
  • 2-Day lift ticket at Telluride - Thursday, 2/25 and Friday, 2/26
  • Reception happy hour and dinner at White Buffalo - Wednesday, 2/24
  • Après Ski on Thursday, 2/25 at Telluride Mountain Village
  • Group dinner on Thursday, 2/25 at (location) and Friday, 2/26 at Mt. Mez (Todd Mezrah's mountain residence) - Note, dinner on Friday at Mt. Mez is only open to guests staying an extra night (departing on Saturday, 2/27)
  • Buffet breakfast in the Great Room of Chipeta Lodge - Thursday, 2/25 and Friday, 2/26
  • Box Lunches - Thursday, 2/25 and Friday, 2/26
  • Transportation to Telluride and back to Chipeta Lodge on both ski days - Thursday, 2/25 and Friday, 2/26

Come be a part of this one-of-a-kind experience where learning and camaraderie go hand in hand!