E4 Insurance Services is a national Independent Marketing Organization (IMO) that distributes life insurance, annuities, long-term care, and disability income solutions through independent financial advisors and insurance professionals. We seek to build consultative partnerships with holistic practitioners looking to balance asset investment with financial security. We deliver value by crafting better financial and emotional outcomes for clients, bringing certainty and predictability to an uncertain world. Our dedicated support teams manage each case to address your clients’ unique planning challenges and objectives.

We “Make Life Simple”! E4IS is not like the countless other IMO’s that focus and market based on rates and compensation. Click below to learn more about what E4 IS…

E to the 4th Power

E4 Insurance Services seeks to build long-term consultative partnerships with holistic advisors intent on balancing personal and business investment with risk mitigation solutions that create better and more predictable financial outcomes for clients. We are a trusted source for advisors nationwide. We custom-tailor every design to address the unique planning challenges and financial objectives presented with each and every case. We make life simple for our clients and their clients. At E4, we bring Energy, Edge, and Execution to work each day in order to Energize our client’s protection business.

Managing Partners


Download Contacts
Daniel Peterson, LLIF®  LUTCF®  FIC®
President and Managing Partner
701-532-3882
Brendon DeRouin, CLU®  ChFC®  LACP® RICP®
Chief Distribution Officer and Managing Partner
608-848-0403
Steve Bergee, LACP®
Senior Vice President & Managing Partner
Chief Design Specialist
701-532-3893

Assistant


Annette Peterson
Assistant
701-532-3892

Business Processing


Marguerite Anderson, CCM
Commissions & Business Processing Specialist
701-532-3886

Commissions & HR


Arthur Fosse, CCM
Accounting Specialist
608-848-0426

Contracting


Tracy Spaeth
Contracting Specialist
Direct 608-848-0422

Marketing


Sidney Peterson
Marketing Manager
701-707-2251

Technology Solutions


Danielle Zimbrick
Director of Technology Solutions & Marketing Support
701-532-3887

New Business


Lucie Gruby, CCM
Executive Vice President, Business Operations
701-532-3885
Krista Andring
Senior New Business Manager
701-532-3883
Allison Ashworth
Senior New Business Manager
608-848-0408
Tim Rieder
Senior New Business Manager
701-532-3884
Carol Gooch, CCM
New Business Manager
608-848-0410
Teal Houston, CCM
New Business Manager
608-848-0421
Stephanie Reifsnyder
New Business Manager
608-848-0406

Sales


Phil Haug, LUTCF
Senior Vice President, Sales
701-707-2255
Brady Serold, CLTC
Senior Vice President, Disability Income
360-903-9603
Steve Walker, CLTC®, LUTCF®
Vice President of Institutional Accounts
701-532-3896
Bill Anderson, CLU®, ChFC®, CKA®
Wealth Strategist, Greater Minneapolis/St. Paul, MN
612-819-9204
Shayne Fickling, CLU®  ChFC®, LUTCF®
Regional Vice President
608-848-0405
Ted Gibbons
Regional Vice President
610-662-0660
Mark Lalli
Regional Vice President
801.200.2656
Josh Meester
Regional Vice President
608-848-0420
Mike Nassr, LUTCF®
Regional Vice President, Greater West Coast Region
916-600-9317
Mike Pinkans, CFP®, CFA®
Regional Vice President
802-272-6390
Shane Van Patten, CLTC®
Regional Vice President
701-532-3880
Jeremy Vidmar, FIC®, CLTC®
Regional Vice President
701-690-8372
Scott Bachmann, CCM
Apprenticeship Trainee
608-848-0427
Erin Shrader, CCM
Support Specialist
701-707-2323

Design Team


Doug Twiddy
Director of Annuities
701-532-3890
Bill Black
Case Design Specialist
608-848-0409
Angela Summers, J.D.
Vice President, Long-Term Care Specialist
701-532-3894