Open Enrollment Employer Ideas
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.
Life Insurance for the Living
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: Leveraging Client Opportunities
Steve Walker, Institutional VP at E4 discusses how one case with an advisor led to several opportunities by asking the right questions.
Javier Allen on Long-Term Care Developments
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.
Tiffany Markarian on Centers of Influence
Founder and Director, Tiffany Markarian of Advantus Marketing discusses the power of centers of influence (COI's) in building a financial practice.
Repurposing Life Insurance Contracts with Bill Anderson!
Have your favorite clients repurposed their Life Insurance contracts in the last 5 to 7 years? E4 Insurance Service's very own Wealth Strategist, Bill Anderson shows us the benefits of helping your clients with these transactions! [...]
Long-Term Care and Underwriting Conversations with Dr. Frank
We are continuing our focus on November’s Long-Term Care Awareness month by welcoming Dr. Frank, Medical Director with LIBRA Insurance Partners to the BREW. Dr. Frank disscuses Long-Term Care, well as other relevant topics in Underwriting in our industry! [...]
What Risks Should Businesses Be Thinking About with Their Key Employees?
Do you have clients in your practice that own a business or are key decision makers within their company? Businesses will most often understand the concept of protecting their buildings and other tangible property from unforeseen events like a [...]
Using Qualified Funds for the LTC Plan with Brent DeGroot!
More than ever, Americans are saving money in pre-tax accounts (401(k), 403(b), personal RIAs). The total of these saving is nearly $9 trillion in defined contribution plans. The market is vast! Using Qualified Funds for the LTC plan is [...]