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 [...]
Todd Scott, Regional Vice President at E4IS, and Chris Marcozzi, VP, Sales Independent Channel of Global Atlantic, had an in-depth discussion on annuity strategies designed for both growth and protection. They shared insights on how Global Atlantic approaches accumulation [...]
Jeremy Vidmar, FIC, CLTC, and Rod Crandall, Regional Vice Presidents at E4IS, shared why stronger conversations lead to results and showed how to engage and guide your clients forward confidently. Drawing on both personal experiences and decades of business [...]
What makes someone stay in the insurance business for the long haul? For Jeremy, it started with a task no one envies—processing death claims. What seemed like a routine responsibility became a career-defining experience. Jeremy Vidmar, FIC, CLTC, Regional [...]
Most clients (and if we are honest, advisors too) say that cash value life insurance is too expensive. It is true if you look at the cost when it gets started. However, Matt Reddick, CLU, ChFC, CLTC, Business Development Vice President [...]
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. [...]
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. [...]
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 [...]
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 [...]