Innovative Approaches Yield Impressive Results
At e4, we provide objective and consultative insurance planning through an advisory lens. Our unbiased and innovative planning and review processes for Independent Insurance Professionals, Trust Departments, Accounting Firms, Estate Planning Attorneys, and Financial Institutions allows you to make a difference for your clients.This combined with a culture that is quick, responsive, accurate and knowledgeable gives you the tools to best assist your client.
Dan developed an exclusive review process to help advisors and their clients maximize their policies.
The process takes advantage of the latest innovations, products, and financial strategies.
This analysis provides education and highlights the benefits of utilizing IRA money (not needed for income)
to purchase life insurance as a means to maximize the amount left for their heirs.
e4's specialized long-term care team has over a decade of experience with complex cases.
"Land As Your Legacy" (Nationwide Farm Program)
Dan was recognized for his expertise in farm succession planning when he became the first independent advisorto be certified in this program. Dan has consulted and developed plans for hundreds of family farms as closely held businesses.
Point of Sale Support for Advisors
|Advisors and other insurance professionals choose e4 as their lead insurance team for our consultative and unbiased approach. We communicate on every aspect of the solutions we recommend. We focus on you and your clients' best interest, not on an insurance carrier. The real benefit you have is the knowledge, accessibility, confidence, and positive feedback that you will gain by providing your clients' insurance needs and risk management thoroughly and efficiently.|
- Virtual Technology: Calculators and Instant Quoters
- Detailed Underwriting to markedly improve rates
- E-Apps and iGo (select carriers)
- Drop Tickets capability
- Large premium life insurance care expertise
- Building referrals among your client base
- Advanced Markets expertise
- Annuity and Health product expertise
- Bank owned life insurance
- Deferred Compensation
- Agent portal to monitor cases and industry news
- e4 support and more!
Online Quoting Tools
e4 provides the newest technology to our partners. Consumer-facing online quoting tools puts increases your market presence and business.
These tools allow clients to accurately calculate their needs and receive instant quotes from top carriers. With drop-ticket capability, the process can be done in minutes compared to lengthy paper applications.