Dave Soczek returns to the BREW to discuss compensation strategies for your business owner clients. We'll review common issues and solutions. Dave works with other financial professionals throughout the country to provide solutions to many of the issues their [...]
E4’s Dan Peterson and Brendon DeRouin dove into a case study discussing the Montgomery's, a high-net-worth couple in their early 50s. They reside in Minnesota and possess substantial assets, including multiple properties, investments, and a thriving business. Concerned about [...]
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? [...]
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 [...]
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 [...]
Wrapping up January's Focused Planning Series with Business Valuations, Stephen Alloy from Mutual of Omaha joins the BREW today to share a case study. The Business Valuation services offered through MOO can set up a producer for sales of [...]
Our top advisors in 2023 that had the most significant cases focused on business clients. We're here to equip you with the sales strategy, marketing firepower, and market insights you need to crush your business goals. This weeks BREW [...]
LTC expert Shane Van Patten discusses E4's proprietary LTC analysis tool and how to use it while helping clients to develop a personal long-term care plan.
Steve Walker, Institutional VP at E4 discusses how one case with an advisor led to several opportunities by asking the right questions.
Ryan Patton from Lincoln Financial discusses business succession planning with E4's Mike Pinkans in light of the recent Connelly v. US Department of Treasury decision.
