Estate Planning Perils and Pitfalls – Part 1

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 [...]

Pension Maximization

Watch this BREW to see how E4 Insurance Services can provide you with a customized presentation for your clients with a pension. We will help you explain the pros and cons of our exclusive Pension Max Strategy with respect [...]

Take a trip with TARA!

Dan Mythen, E4IS Wealth Strategist will be speaking on NEW ways to present the overfunded life policy concept to Gen Xers and Millennials. Here at E4IS, we call it "TARA" (Tax Advantaged Retirement Account). E4IS has proprietary tools such [...]

2021-09-29T12:29:10-05:00September 29th, 2021|BREW, E4IS Exclusive, Sales Ideas, Seller Resources, Taxes|

Taxes. Going up or down, and what to do about it?

Tax season is here, so now is a great time to talk to your clients about strategic tax planning for 2021. On today's BREW, Bob will be sharing how to help your clients feel more in control and confident [...]

2021-03-19T15:31:37-05:00March 17th, 2021|BREW, Case Study, Sales Ideas, Taxes|
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