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.
Understanding IRS Section 7702: Strategic Opportunities for Advisors
Jeremy Vidmar, FIC, CLTC, Regional Vice President, and Greg Spaeth, Chief Strategic Initiatives Officer at E4IS, provided a clear overview of IRS Section 7702, emphasizing its crucial role in defining which life insurance policies qualify for favorable tax treatment. [...]
“Why would I self-pay when I can buy insurance?!”
Shayne Fickling, CLU, ChFC, LUTCF, RICP, and Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner at E4IS, discussed a real success story about affluent clients who faced the choice of self-paying for long-term care or buying insurance. [...]
MoneyGuard Client Positioning and Differentiators
Shayne Fickling, CLU, ChFC, LUTCF, RICP, Regional Vice President at E4IS, and Rob Johnson, MBA, CLTC, Sales Vice President at Lincoln Financial, explored creative planning strategies using Lincoln MoneyGuard. They uncovered unique design ideas and underused approaches that can [...]
BREW: Winning Advisor Strategies and Must-Know Products
This week’s BREW dove into the key practices that set top advisors apart. Shayne Fickling, CLU, ChFC, LUTCF, RICP, Regional Vice President at E4IS, and Heather Olson, Regional Sales Director at OneAmerica Financial, walked through standout strategies, highlighted top [...]
Key Steps to Open the First Conversation
The first meeting can make or break the relationship. E4IS Regional Vice Presidents Shayne Fickling, CLU, ChFC, LUTCF, RICP, and Shane Van Patten, CLTC, discuss how to identify the ideal client, what to say to open the conversation, how [...]
Voluntary Worksite Insurance Products
Want to add term life, accident, critical illness, individual short-term, and group short-term disability to your existing employer groups? Brady Serold, CLTC, Senior Vice President of DI at E4IS, and Rob Czerwinski, Head of Worksite Sales at Illinois Mutual, [...]