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 [...]
What happens in Washington, DC, has a critical impact on our business, yet, out of 535 members in the U.S. Congress, only 20 (less than 4%) have any experience with insurance. In October 2023, the DOL released its third [...]
Kelsey Spencer (Grail Insurance) will be sharing how leading life insurance companies are embracing innovation to detect cancer early with a new test Galleri. This is the first-of-its-kind multi-cancer early detection test that looks for a signal shared by [...]
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.
Brady Serold, SVP of Disability Income and Dan Peterson, President and Managing Partner at E4 Insurance Services discuss how to have better client conversations around the DI planning risk, and how to get better quotes.
E4's Director of Annuities provides a demonstration of how to search, sort, and filter MYGA offerings as well as how to run a lifetime income quote using Fixed and Indexed annuities.
Dale Humphrey, President at Northstar Funding Partners, joins the BREW for a two-part special BREWcast to discuss the current and anticipated industry conditions, as well as reviewing case studies and transaction management!
E4 Insurance Service’s very own Regional Vice President, Mike Pinkans joins the BREW to discuss how to address the elephant in the room, presenting and closing LTC sales!
2022 continues to be a year of extraordinary change for the US life and annuity industry. Jon will share his thoughts regarding some of the major trends in underlying demand, the relationship with the wealth management industry, the potential [...]