Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, will talk about the benefits of working with a more significant number of clients with the hassle of lengthy underwriting and primary guaranteed issue solutions [...]
On this BREW, we welcome you to join E4 Insurance Services leaders Dan Peterson, President and Managing Partner, and Brendon DeRouin, Chief Distribution Officer. We'll take a look at our first full year since the merger of e4 Brokerage, [...]
On this B.R.E.W., E4IS welcomes Terike Novak, Regional Vice President with AIG. We'll be discussing how successful financial professionals educate and assist clients in maximizing their retirement income. We will also consider common challenges that arise during the decumulation years [...]
E4IS welcomes Patrick Robertson, Regional Vice President with AIG. We'll be discussing the opportunities that AIG is offering with the new VUL and the conversion process on CI Rider Plus.
Jason Jafferis from Prudential joins the B.R.E.W. to discuss important changes brought on by the SECURE Act. One of the most impactful changes is the loss of the IRA “stretch” provision, which was used by many clients to provide [...]
September is Life Insurance Awareness Month (LIAM). Join us this Wednesday for B.R.E.W. as we welcome Juli McNeely, Certified Financial Planner and was the first female president of NAIFA - National. Juli is a coach and mentor to women [...]
E4IS’ Bill Anderson joins the B.R.E.W. to share ideas about how advisors can help their clients prepare for an uncertain healthcare future by performing a Long Term Care Analysis. Easy-to-use online tools can give advisors the edge in being [...]
Patrick Robertson, Jr. from AIG joins the B.R.E.W. to show how permanent life insurance can be used to provide additional tax-free income for retirees. He gives tips on how to present this strategy to clients, understanding the costs, and [...]
Join Dave Weber from Mutual of Omaha who discusses the use of low cost, guaranteed Indexed Universal Life products that carry built-in chronic and critical illness riders. LTC needs will be a reality for the majority to today’s 65 [...]
Craig Geiger and Bob Vosko from Lincoln Financial review the SECURE Act and CARES Act. Both of these pieces of legislation have changed the financial planning landscape in critical ways for IRA and 401(k) owners. These changes create opportunities [...]