Mark Acre is licensed in Property and Casualty, Life and Health insurance. In addition to being President of his own firm, Mark serves on the Board of Trustees for NAIFA, helps with the MDA, Special Olympics, and the Care [...]
Tiffany Markarian, Director and Founder of Advantus Marketing, is an award-winning marketing strategist and keynote speaker, who will be making her third appearance on BREW. Tiffany has been a long-time friend of E4's and we have highly valued her [...]
Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]
As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]
On today's BREW, Advisor Spotlight series as we welcome Greg Imhoff, Wealth Strategist with Exemplar Financial Network. Greg will be reviewing Creative, Provoking, Timely Ideas & Questions that he has been asked over the last 20 years, and how [...]
September is Life Insurance Awareness Month and it’s a great time to reflect on why life insurance needs to be part every client conversation. If you focus primarily on insurance in your practice, then you may already be doing [...]
Medicaid rules are complex and everchanging. We will review how you can help your client get ready for Medicaid. We will also discuss how to maximize the allowable income and assets for your client under the Medicaid rules- and [...]
Americans oftentimes have no idea that they have access to a financial advisor and that you don’t need a lot of money to get financial advice. Too many people just don’t know that they deserve an advisor and we [...]
Why would a prospect do business with you? Why would a current client expand their relationship with you? The truth is the reason a prospect or client comes to you with a question is typically not the reason they [...]
E4IS welcomes special guest Tiffany Markarian, Managing Director and Founder of Advantus Marketing. Tiffany is a well-respected speaker who is highly sought after for her guidance and marketing concepts. As a valued partner and friend to us at E4 [...]
