Six Figure Soiree
We introduced our new Senior Vice President of Advanced Markets, Ronnie Hamilton, CFP, CLU, ChFC, AEP. He and Phil Haug, LUTCF, Senior VP, Sales, discussed what is to come for E4 in the advanced markets space and case design. [...]
What is to come for E4IS in 2025!
Dan Peterson, LLIF, LUTCF, FIC, President & Managing Partner, and Phil Haug, LUTCF, Senior, VP, Sales, will give you an exclusive look at how E4 Insurance Services will help advisors and agents reach the big leagues and roll out [...]
E4 Insurance Services a Year in Recap
Brendon DeRouin, CLU, ChFC, LACP, RICP, Chief Executive Officer & Managing Partner, and Phil Haug, LUTCF, Senior VP, Sales, will look back on this year's Focused Planning Series and reflect on the growth and knowledge we have implemented in [...]
Navigating the Silver Tsunami
Join Greg Mantz, Regional Sales Director for OneAmerica, to discuss long-term care. He will touch on aging demographics, industry trends, stats, solutions, and why an LTC plan is so important.
Mistakes Have Consequences, Don’t Let it Happen to You
Ignoring policy review can have MAJOR impacts on many families, not just one. Josh Meester, E4 Regional Vice President, will discuss a true-life event that impacted one of our own. He will discuss a personal story to remind us [...]
Real Life Stories
In honor of Life Insurance Awareness Month, we are going to discuss how stories sell! Listen to your key partners at E4 Insurance Services discuss how life insurance has impacted the people near and dear to them. [...]
Guaranteed and Simplified Underwriting for Worksite Benefits and Executive Benefits
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 [...]
Income Protection: It’s not just for doctors and lawyers.
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 [...]
Protecting Your Business From Disruption of Losing Key Employees
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 [...]
Creating Opportunities to Recruit, Reward, and Retain Key Employees
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.