Northstar Funding Partners NEW I.R.A.

The Insured Retirement Advantage® redefines the application and potential benefits of life insurance premium finance. Customarily the financing of premiums has been reserved for higher net worth borrowers – who have the asset base, income and risk tolerance to [...]

Estate Planning Perils and Pitfalls – Part 2

Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]

Estate Planning Perils and Pitfalls – Part 1

As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]

A Look Back and a Look Ahead

Join E4IS as we usher in the new year with our first BREW of 2022! Dan Peterson, E4IS President and Managing Partner and Brendon DeRouin DeRouin, Chief Distribution Officer and Managing Partner will start off 2022 with the first [...]

Land As Your Legacy

Financial professionals within farming or ranching communities have enormous potential. Consider this: the average farm or ranch has assets of about 1.5 million. Today, there are over 2 million family farms across the U.S. Armed with a deep knowledge [...]

2021-12-08T17:09:34-06:00December 8th, 2021|BREW, Estate Planning, Networking, Sales Ideas, Weekly Brew|

LINQS+ with Newcleus

LINQS+ is a proprietary non-qualified retirement plan with guaranteed lifetime benefits for the participants and expense savings for the plan sponsor. Companies are challenged with retaining and rewarding key talent while balancing compensation and benefit expense. At Newcleus they [...]

2021-12-22T09:48:46-06:00December 1st, 2021|BREW, Networking, Sales Ideas, Weekly Brew|

Creative, Provoking, Timely Ideas & Questions

On today's BREW, Advisor Spotlight series as we welcome Greg Imhoff, Wealth Strategist with Exemplar Financial Network. Greg will be reviewing Creative, Provoking, Timely Ideas & Questions that he has been asked over the last 20 years, and how [...]

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