Event Type BREW
July
Event Details
Join E4’s Vice President of Institutional Accounts, Steve Walker, and John Hancock’s Regional Vice President, Matt Fitzpatrick, to learn about an innovative way business owners can help recruit and retain
Event Details
Join E4’s Vice President of Institutional Accounts, Steve Walker, and John Hancock’s Regional Vice President, Matt Fitzpatrick, to learn about an innovative way business owners can help recruit and retain top talent. Offering valuable benefits to key employees is an essential thing for business owners to be able to recruit and retain their best employees. Tune in as Steve and Matt discuss John Hancock’s Premier Benefit IUL program, which offers simplified underwriting for Index Universal Life with LTC Rider.
Virtual Event Details
Event has already taken place!
Time
July 24, 2024 12:00 pm - 12:15 pm
Event Details
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, are closing out July’s Focused Planning Series on worksite and voluntary guaranteed issues with a case
Event Details
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, are closing out July’s Focused Planning Series on worksite and voluntary guaranteed issues with a case study and ideal client discussion.
Time
July 31, 2024 12:00 pm - 12:15 pm
August
Event Details
Corey Cox, Senior Consultant-Business Solutions from Principal, and Phil Haug, Senior VP, Sales, will discuss retaining key employees by utilizing deferred compensation and executive bonuses with Principal’s Select Reward Plan
Event Details
Corey Cox, Senior Consultant-Business Solutions from Principal, and Phil Haug, Senior VP, Sales, will discuss retaining key employees by utilizing deferred compensation and executive bonuses with Principal’s Select Reward Plan and Bonus Plan.
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Time
August 7, 2024 12:00 pm - 12:15 pm
Event Details
Do you work with Business Owners looking for maximum tax deductions and/or diversified savings ideas? Don’t miss this BREW with Phil Haug, Senior VP, Sales, and Bill Anderson, Wealth Strategist,
Event Details
Do you work with Business Owners looking for maximum tax deductions and/or diversified savings ideas? Don’t miss this BREW with Phil Haug, Senior VP, Sales, and Bill Anderson, Wealth Strategist, who will share real-life examples of what Business Owners are doing in the market today. This is a “don’t miss” BREW.
Time
August 21, 2024 12:00 pm - 12:15 pm