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.
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? [...]
Protecting Your Business From Disruption of Losing Key Employees
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 [...]
Creating Opportunities to Recruit, Reward, and Retain Key Employees
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.
Generating Business Market Insurance Opportunities with Buy Sell Agreements
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 [...]
Focused Planning Series (February) – Understanding Buy-Sell Agreements
Dan Peterson and Brady Serold are back on the BREW with our second installment of our Focused Planning Series. In February, we're focused on the importance of Buy-Sell Agreements for your business owner clients. This case study will review [...]
How to Ensure Your Buy-Sell Agreement Works For You
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 [...]