So You Don’t Like DI Underwriting
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.
The Truths and Myths of Disability Underwriting
Paul Zimmerman, FALU, FLMI, VP and Chief DI Underwriter at Ameritas Life Insurance Company, and Brady Serold, CLTC, Senior Vice President of Disability Income at E4IS, discuss some common issues and medical conditions that cause modification and potential decline [...]
Leverage the Lloyd’s Market for Exceptional Clients
Sean McNiff, VP of Business Development and Marketing for Exceptional Risk Advisors, and Jessica Bowden, Regional Vice President with E4IS, discussed Exceptional Risk’s high-limit program in both life and disability. Lloyds is not just for athletes and entertainers! Their [...]
GoFundMe is Not An Adequate Disability Plan
E4's Brady Serold, Senior Vice President of Disability Income, and Jessica Bowden, Regional Vice President, discussed how collaborating with E4IS sets them apart and how E4IS can help your clients avoid the need for a GoFundMe in the future. [...]
Disability Insurance Case Study
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 [...]
The Income Protection Software Analysis (IPSA)
Mike Sir from One Protection will join us to discuss the DI discussion and the innovative tool they created to facilitate client conversations. The Income Protection Software Analysis (IPSA) is a simple yet powerful presentation tool designed to decrease [...]
Income Protection: It’s not just for doctors and lawyers.
Hands-on work is demanding for your farmer and rancher prospects/clients. But many have never considered what might happen if they become sick or hurt and unable to work, much less their farm spouses. What about general operating expenses? Who is [...]
Disability Insurance at E4 Insurance Services
It has been nearly a year since we brought Brady Serold on board as our Senior Vice President of Disability Income to launch our DI line. Our Chief Distribution Officer and Managing Partner, Brendon DeRouin, and Brady will discuss why [...]
Disability Income Part 3
Brady Serold, SVP of Disability Income Solutions discusses what happens after the DI application is submitted.
Disability Income Part 2
Brady Serold, SVP of Disability Income and Dan Peterson, President and Managing Partner at E4 Insurance Services discuss how to have better client conversations around the DI planning risk, and how to get better quotes.