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 [...]
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, [...]
Josh Meester, Regional Vice President and Partner at E4IS, is joined by Ryan Goodchild, Senior Vice President of Business Solutions at Principal Financial. They review PFG’s multi-life program, where advisors can look to insure your business owner clients along [...]
Are you an advisor who works with decision makers for mid-to-large-sized companies? Do you think they have some KEY PEOPLE that they would like to keep around? Executive Carveout strategies are fantastic, but have you ever had one derailed [...]
Preston French, Regional Vice President for E4IS, welcomed Maria Ocrant, CLU, FLMI, ALMI, ACS, Life Field Director at Cincinnati Life Insurance, to this week's BREW. They discussed all things related to worksite and voluntary benefits, as well as how [...]
Doug Twiddy, Director of Annuities, and Josh Mester, Regional Vice President and Partner with E4IS, discuss lifetime income features and how these solutions can benefit clients not only financially but also physically. It has been proven that financially secure [...]
How much do you spend on lead programs? What if you didn’t have to spend ANY money on leads? Josh Meester, Regional Vice President and Partner, Doug Twiddy, Director of Annuities at E4IS, and K.C. Lane, Sales Vice President [...]
Doug Twiddy, Director of Annuity, and Josh Meester, Regional Vice President & Partner with E4IS, discussed their solutions for uninsurable clients by utilizing specific features in E4IS's annuity portfolio. Many resort to MYGAs in these situations…really look at the [...]
This BREW discussed how to effectively utilize annuities for your clients, considering their features and functions. From MYGAs to FIAs…How can we protect our clients in volatile times with these solutions? Doug Twiddy, Director of Annuities, and Josh Meester, [...]
Brady Serold, CLTC, Senior Vice President of Disability Income, and Charlie Seivert, Senior Risk Advisor and Partner at North Risk Partners, discussed the benefits of guaranteed standard issue.