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 [...]
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, will talk about the benefits of working with a more significant number of clients with the hassle of lengthy underwriting and primary guaranteed issue solutions [...]
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.
Hands-on work is demanding for your farmer and rancher prospects/clients. But many have never considered what might happen if they become sick or hurt and unable to work, much less their farm spouses. What about general operating expenses? Who is [...]
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 [...]
Chad has been with Eide Bailly for over 25 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing, as well as selling businesses. In addition to performing financial projections, forecasting, and [...]
Join Dan and Brendon as they do a recap of 2023 and a look ahead of 2024 plans.
Pam Sheehan, Publisher & Editor of Aspire Magazine for financial professionals discusses her publication's launch and meteoric rise in 2023 as well as plans for the year ahead.
On this BREW, Steve Walker asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add [...]
Dave Soczek is a recurring BREW guest and works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as: recruiting, rewarding and retaining key employees; correcting deficiencies in [...]