Building Relationships Every Week
By mid-week, we could all use a break. How about a 15-minute break that allows you to sit back and tune in for live discussions on sales concepts, industry trends, product updates, and more!
No matter where you are, you can join E4IS every Wednesday at 12:00 PM CST. Click here to access live!
Can’t make it to the live webcast? Because we do not want you to miss anything, we share them on our blog below for you to watch at your convenience. If you have questions regarding a specific BREW cast, or would like to request a specific topic to be covered, please contact brew@e4.insurance.
Estate Planning for Your Clients in an Ever-Shifting Landscape
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 [...]
Different Deferred Compensation Strategies for Different Types of Employees
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 [...]
April’s Focused Planning Series Case Study: Estate Planning
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 [...]
Estate Planning in the Current Environment
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 [...]
Protecting Your Business by Protecting Your Key People
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 [...]
Protecting Against the Loss of a Key Employee – The Missing Piece
Most advisors protect the business in the event of the death of a key employee. But what if they didn’t die and became too sick or hurt and cannot return to work? Doesn’t the business have the same issues? [...]