Ignoring policy review can have MAJOR impacts on many families, not just one. Josh Meester, E4 Regional Vice President, will discuss a true-life event that impacted one of our own. He will discuss a personal story to remind us [...]
Changing our habits and behavior can be very hard and requires commitment and intentionality. It also requires stepping outside our comfort zone to do the right thing and ensure our clients’ well-being. Join Rod Crandall, Regional Vice President for [...]
Do you work with Business Owners looking for maximum tax deductions and/or diversified savings ideas? Don’t miss this BREW with Phil Haug, Senior VP, Sales, and Bill Anderson, Wealth Strategist, who will share real-life examples of what Business Owners [...]
Brady Serold, Senior Vice President of Disability Income, and Steve Walker, Vice President of Institutional Accounts, discuss a case study on how an inquiry for individual coverage on a new executive at a manufacturing company turned into a six-life [...]
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 [...]