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 [...]
David West, Partner at The Fortis Agency, has been in the financial services industry for over 10 years and specializes in helping physicians, executives, and business owners protect and grow their wealth. David will discuss his success with a [...]
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, are closing out July’s Focused Planning Series on worksite and voluntary guaranteed issues with a case study and ideal client discussion.
Succession planning is a pivotal moment in the life of every financial advisor. Advisors must navigate an intricate landscape of succession planning considerations to preserve the legacy they’ve worked hard to build. On this episode, Award-Winning Marketing Strategist, Tiffany [...]
The annuity industry and the business submittal process has become overly complex over the last few years. E4IS is here to simplify your life with a central location to easily submit business In Good Order with Firelight. Do you [...]
Steve Walker and Brady Serold from E4 Insurance Services discuss ideas for employers and executives for advisors to discuss with business owners during employee benefits open enrollment season.
Learn about the benefits and solutions life insurance can provide to clients while they are still living and more importantly, how it can be part of a comprehensive plan for a client with North American’s Regional Vice President, Andrew [...]
Steve Walker, Institutional VP at E4 discusses how one case with an advisor led to several opportunities by asking the right questions.
Javier Allen from OneAmerica discusses recent developments in the Long-Term Care marketplace with emphasis on what's happening with different state initiatives and potential solutions to a thorny challenge.