It has been nearly a year since we brought Brady Serold on board as our Senior Vice President of Disability Income to launch our DI line. Our Chief Distribution Officer and Managing Partner, Brendon DeRouin, and Brady will discuss why [...]
We wrapped up our April Focused Planning Series on Estate Planning with Attorney Eric Christoffersen, who shared his expertise. He discussed the importance of having a game plan for your clients’ Estate Planning in a game where the rules [...]
Dave Soczek returns to the BREW to discuss compensation strategies for your business owner clients. We'll review common issues and solutions. Dave works with other financial professionals throughout the country to provide solutions to many of the issues their [...]
E4’s Dan Peterson and Brendon DeRouin dove into a case study discussing the Montgomery's, a high-net-worth couple in their early 50s. They reside in Minnesota and possess substantial assets, including multiple properties, investments, and a thriving business. Concerned about [...]
Brett Berg, Vice President, Advanced Marketing at Prudential and an attorney, is joining us to discuss Estate Planning in the Current Environment. Based on the anticipated change to the exemption amount, it may seem obvious that clients should make [...]
Who is a major driver of revenue for your business? Mason McKinnie from Principal joined us to talk about learning more about protecting your business from the involuntary or voluntary departure of your top people. Reward and retain your [...]
Chris Henderson, Managing Director at M3 Financial joined the BREW to share his experience of working with businesses to create retention strategies for Key Employees – specifically how he shifted from unpredictable individually underwritten plans to a more consistent [...]
Doug Bowden and Brad Mills, Symetra Life Insurance, shares ways for your business owner clients to create opportunities to reward and retain their key employees.
We continue with our monthly Focused Planning Series featuring Buy-Sell Agreements. On this webcast, Mason McKinnie, Sales VP of Business Solutions with Principal Life joins us to discuss why it is important to make sure your business owners clients [...]
Chad has been with Eide Bailly for over 25 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing, as well as selling businesses. In addition to performing financial projections, forecasting, and [...]