Dan Peterson, LLIF, LUTCF, FIC, President & Managing Partner, and Phil Haug, LUTCF, Senior, VP, Sales, will give you an exclusive look at how E4 Insurance Services will help advisors and agents reach the big leagues and roll out [...]
Brendon DeRouin, CLU, ChFC, LACP, RICP, Chief Executive Officer & Managing Partner, and Phil Haug, LUTCF, Senior VP, Sales, will look back on this year's Focused Planning Series and reflect on the growth and knowledge we have implemented in [...]
As your clients get closer and closer to retirement, the conversation changes from accumulation to Needs, Wants, and Concerns when they say “good-bye” to the 8-5. In this week's BREW, Jeremy Vidmar, FIC, CLTC, E4 Regional Vice President, will [...]
Shane Van Patten, CLTC, E4’s Regional Vice President, discussed how to implement best practices for integrating Long-Term Care planning into your process and having an engaging conversation with your clients about it.
Nationwide is joining us for an overview of business planning tools and how to use them with your business owner customers. Blake Price, Financial Planner with the Legacy Planning Team from Nationwide will give an overview of our most [...]
Corey Cox, Senior Consultant-Business Solutions for Principal, is joining us again for the BREW to discuss the importance of knowing your business's value. He will address business succession planning, protecting your business, and making sure you take care of [...]
Tiffany Markarian, Managing Director for Advantus Marketing, will explore the complexities of selling a financial advisory practice. Whether you're thinking about transitioning out of the business or are actively preparing for a sale, this BREWcast is designed to help [...]
Rod Crandall, Regional Vice President, reviews the role of Private Equity (PE) in business succession planning, drawing from experience sourcing companies for PE purchases. He will also discuss the increasing consolidation across industries and the rising competition for [...]
Tune in to hear about North American’s new partnership with a leading valuation company that will provide a business valuation solution with Andrew Herrera, Regional Vice President with North American. This platform can help your business owner clients plan [...]
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 [...]