Industry Overview with Bill Shelow
On this BREW, E4IS will sit down with Bill Shelow, President & CEO of LIBRA Insurance Partners to discuss the industry, product access, LIBRA and more.
Advisor Spotlight with Chris Henderson, Managing Director and Partner of M3 Financial
On this BREW, E4IS welcomes Chris Henderson joins us to discuss his journey in life insurance. Not only is Chris one of the top advisors in the industry, he has claimed our coveted “Advisor of the Year” award the [...]
Advisor Spotlight with Steve Walker, VP and Senior Insurance Consultant with Gate City Insurance Agency
On the next BREW, Steve Walker will join us to discuss how his days as a NDSU quarterback helped him in his financial services success. We'll review ways to leave a lasting impact with your clients and tools he [...]
Maximize Your CPA Relationships
Rich Engebretson and Cary Parker from WealthStar Alliance join E4IS to discuss CPA relationships. Data analytics is quickly becoming one of the most critical functions in today's wealth manager's toolbox. Watch and learn how you can increase efficiency and [...]
Three Ways to Elevate Virtual Selling
We are a year in to the "new way" of selling. Now that busy executives know they don't have to meet in person with salespeople anymore, why would they? However, there are several things you can do to up [...]
Trusts Uncovered: Part 2 of 2
E4IS welcomes back Eric Christoffersen to complete the 2-part series "Trusts Uncovered". We'll continue to break down the various types and uses of trusts for planning purposes in light of recent tax law changes. Not Legal Advice. This presentation [...]
Trusts Uncovered: Part 1 of 2
E4IS welcomes Eric Christoffersen, an Estate and Business Attorney with Grams & Christoffersen, S.C. Eric is a respected resource in the estate planning community, and a regular contributor on advanced planning topics for E4IS. In this 2-part BREW cast, [...]
Maximize Your Client’s Philanthropic Planned Giving
E4IS welcomes Star Advisor Malik Lee of Felton & Peel Wealth Management to this special BREW. In this session, Mr. Lee will share insights about his recent Kiplinger article on charitable giving. His expertise in philanthropic advising will help [...]
The 1-Page Intentional Business Plan
2021 is right around the corner. Is your business plan ready? Success in the coming year is all about understanding and facilitating your motivation - what gets you out of bed in the morning? If you can establish a [...]
Client Solutions
On this B.R.E.W., E4IS welcomes Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial. Craig will be covering some key concepts that many successful advisors are currently using to uncover sales opportunities within their existing client base [...]