Estate Planning Perils and Pitfalls – Part 2

Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]

Estate Planning Perils and Pitfalls – Part 1

As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]

Social Security Disability Insurance

Social Security benefits are complicated, and one of the biggest areas of confusion is around Social Security Disability Insurance (SSDI). If your clients are counting on SSDI to protect their family, they may need to think again. In 2021, [...]

Benefits of John Hancock Vitality Program

Join us for a real life viewing of John Hancock’s Vitality program, an innovative life insurance solution offering significant savings and rewards for the steps you take every day. One of our very own E4IS employees will show you [...]

2021-12-15T13:57:49-06:00December 15th, 2021|Advisors, BREW, Sales Ideas, Weekly Brew|

Enhanced Death Benefits on Fixed Indexed Annuities

Fixed Indexed Annuities (FIA) have been growing in popularity as both a protected growth tool, and a lifetime income tool. As more insurers add Enhanced Death Benefit options to their FIA offerings, a growing number of advisers are starting [...]

LTC Best Practices

November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into [...]

Beyond the Money

On today's BREW, Doug Twiddy, E4IS Internal Case Design Specialist will be discussing the many uses of protecting your retirement plan with cash value from your life insurance policy. We have a plan to accumulate a calculated amount for [...]

Back To Basics: How Much Insurance Does Your Client Need?

The first and most basic question for any client – as far as insurance coverage is concerned – how much coverage is needed? In the next BREW, Jeremy Vidmar, E4IS Regional Vice President, will go through a couple of [...]

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