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 [...]
Doug Twiddy, Director of Annuities, and Phil Haug, Senior Vice President, Sales, will wrap up annuity awareness month by putting the final touches on sales successes with annuities.
Doug Twiddy, Director of Annuities, and Josh Meester, Regional Vice President, present on the recent success advisors have had capitalizing on higher rates and COLA riders to provide certain income in uncertain environments.
More and more clients are inheriting funds as their parents or siblings pass. The rules of managing these funds change based on several factors, but we must learn how to handle this money properly. Ken Boothe, JD, CLU, ChFC, [...]
Annuities can be a complex but safe money alternative compared to typical investment and retirement tools. Their primary focus can cover many needs, from guaranteed income, an array of risk-acceptable accumulation goals, wealth transfer, asset protection from LTC, inherited [...]
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 [...]
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 [...]
Brett Berg, Vice President, Advanced Marketing at Prudential and an attorney, is joining us to discuss Estate Planning in the Current Environment. Based on the anticipated change to the exemption amount, it may seem obvious that clients should make [...]
Who is a major driver of revenue for your business? Mason McKinnie from Principal joined us to talk about learning more about protecting your business from the involuntary or voluntary departure of your top people. Reward and retain your [...]
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? [...]