To kick off the year, E4 Experts Brendon DeRouin, CLU, ChFC, LACP, RICP, CEO & Partner; Greg Spaeth, Chief Strategic Initiatives Officer; and Ronnie Hamilton, CFP, CLU, ChFC, AEP, Senior Vice President of Advanced Markets, provided an in-depth update [...]
Even the best-laid plans can fall apart without the right protection. Rod Crandall, Regional Vice President at E4IS, uncovers the biggest threats to your clients’ legacies, like liquidity shortfalls, long-term care costs, outdated estate documents, market volatility, and family [...]
Legacy isn’t just about what you build, it’s about what you protect. Rod Crandall, Regional Vice President at E4IS, discusses why liquidity is critical in estate planning and how unexpected costs —such as debts, taxes, and distributions —can quickly [...]
Everyone leaves a legacy—through memory, money, or meaning. Rod Crandall, Regional Vice President at E4IS, explores how you can help clients define and design their legacy with purpose. From the values and stories that they want to be passed [...]
Shane Van Patten, CLTC, Regional Vice President at E4IS, and Tim O’Connell, CLTC, Advanced Sales at Lincoln Financial Group, discussed how companies can offer a simple and effective “outside of the box” strategy to reward and retain certain key [...]
Watch for in-depth conversation between LTC thought leaders Bill Comfort, CSA, CLTC, LTCCP, National LTCI Specialist & LTC Trainer, Kelly Augspurger, CLTC, CSA, Long-Term Care Insurance Specialist & Certified Senior Advisor, and Shane Van Patten, CLTC, Regional Vice President [...]
Shane Van Patten, CLTC, Regional Vice President at E4IS, was joined by Greg Mantz, CFP, CLU, CLTC, Regional Sales Director at OneAmerica, and discussed the fact that the first baby boomers will be turning Age 80 in 2026 and [...]
Join Todd Scott, Regional Vice President at E4IS, and Greg Short, Regional Vice President at MassMutual Ascend, for the BREW as they discuss how inherited annuities can help clients efficiently transfer wealth to the next generation. Learn strategies for [...]
Todd Scott, Regional Vice President, was joined by Doug Twiddy, Director of Annuities at E4IS, to walk through our Annuity Solutions Weekly (ASW) tool. This 2-page weekly resource highlights all types of annuities and the unique features they offer. [...]
What if a simple conversation could completely change how your clients see retirement income? Todd Scott, Regional Vice President, and Greg Spaeth, Chief Strategic Initiatives Officer at E4IS, show how simple, relatable math can spark new conversations and reveal [...]