So You Don’t Like DI Underwriting
Brady Serold, CLTC, Senior Vice President of Disability Income, and Charlie Seivert, Senior Risk Advisor and Partner at North Risk Partners, discussed the benefits of guaranteed standard issue.
Six Figure Soiree
We introduced our new Senior Vice President of Advanced Markets, Ronnie Hamilton, CFP, CLU, ChFC, AEP. He and Phil Haug, LUTCF, Senior VP, Sales, discussed what is to come for E4 in the advanced markets space and case design. [...]
Cut Through the Noise: DOL Fiduciary Rule 3
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 [...]
Take Time for the Galleri Test
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 [...]
Succession Planning Considerations for a Financial Advisor’s Practice with Tiffany Markarian, Advantus Marketing
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 Mindset of the 1%
E4 welcomes Chris Gandy, representing NAIFA and discussing his distinguished career. Chris will share pointers on how to have the mindset of the 1% and STAY in the mindset of the 1%. Daily routines, staying mentally strong, and more. [...]
Dr Dan Javorsek – Artificial Intelligence: Adversaries to Allies
Dan "Animal" Javorsek talks about the emergence of augmented reality, the hesitance of humans to adapt new technology, and how savvy advisors can set themselves up for success in a future AI-enhanced world.
Financed Life Insurance & Higher Interest Rates – Does it Still Work? PART 1
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!
Special Needs Trust for Minor and Adult Children with Disabilities with Susan Johnson-Drenth!
According to the US Census Bureau, 4.3% (over 30 million) children under 18 have a disability. There has been a .04% increase since 2018, and the largest jump is cognitive impairment. Watch as Susan Johnson-Drenth, Certified Elder Law Attorney [...]
Q2 “Huddle Up” with Dan and Brendon
Dan Peterson and Brendon DeRouin, Managing Partners of E4 Insurance Services, will lead today's BREWcast to discuss a recap of the biggest takeaways from our annual BBT (Building Business Together) meeting, other upcoming events, industry current events, and quarterly [...]