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 [...]
Hands-on work is demanding for your farmer and rancher prospects/clients. But many have never considered what might happen if they become sick or hurt and unable to work, much less their farm spouses. What about general operating expenses? Who is [...]
Chris Henderson, Managing Director at M3 Financial joined the BREW to share his experience of working with businesses to create retention strategies for Key Employees – specifically how he shifted from unpredictable individually underwritten plans to a more consistent [...]
Doug Bowden and Brad Mills, Symetra Life Insurance, shares ways for your business owner clients to create opportunities to reward and retain their key employees.
Chad has been with Eide Bailly for over 25 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing, as well as selling businesses. In addition to performing financial projections, forecasting, and [...]
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 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 [...]
Join Dan and Brendon as they do a recap of 2023 and a look ahead of 2024 plans.
Pam Sheehan, Publisher & Editor of Aspire Magazine for financial professionals discusses her publication's launch and meteoric rise in 2023 as well as plans for the year ahead.
Jon Thomas from Amada Senior Care joins E4 for a discussion on the realities of home care: the costs & the challenges your client may face. Most seniors want to age in place and live out their remaining years [...]