BREW: Maximizing Wealth Transfer for the Uninsurable

11jun10:00 am10:00 amBREW: Maximizing Wealth Transfer for the UninsurableDoug Twiddy, Director of Annuity, and Josh Meester, Regional Vice President & Partner with E4IS

Event Details

Life insurance isn’t the only wealth transfer tool available, and for the uninsurable client, it isn’t an option anyway. On this BREW, Doug Twiddy, Director of Annuity, and Josh Meester, Regional Vice President & Partner with E4IS, will discuss our solutions for uninsurable clients by utilizing specific features within our annuity portfolio. Many retreat to MYGAs in these situations…Let’s really look at the options and create the best outcome for your clients.

The BREWcast will be posted at 10:00 am on the BREW page and our YouTube channel.

Time

June 11, 2025 10:00 am - 10:00 am

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