E4’s Phil Haug, LUTCF, Senior VP, Sales & Partner, joined Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner, and reviewed what opportunities they keep at the top of their minds when discussing with decision-makers on how to [...]
You have identified a business that needs to protect its key employees; even better, there are many key people that the business wants to protect. Have you ever had a problem with underwriting and the case going sideways? Steve [...]
Does your agency have a thriving commercial and/or employee benefits division? Are you missing out on additional opportunities your business owners need and want? Grant Morgan, Executive Benefits Advisor with Choice Insurance, A Division of Vizance, joined E4’s Steve [...]
Do your business owner clients have high-impact employees who are key contributors to the success of business growth? Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner, and Brad Newcomb, Regional Vice President with John Hancock, discussed how [...]
E4’s Vice President of Institutional Accounts, Steve Walker, and John Hancock’s Regional Vice President, Matt Fitzpatrick, discuss an innovative way business owners can help recruit and retain top talent. Offering valuable benefits to key employees is an essential thing [...]
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, will talk about the benefits of working with a more significant number of clients with the hassle of lengthy underwriting and primary guaranteed issue solutions [...]
Dave Soczek is a recurring BREW guest and works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as: recruiting, rewarding and retaining key employees; correcting deficiencies in [...]