Sean McNiff, VP of Business Development and Marketing for Exceptional Risk Advisors, and Jessica Bowden, Regional Vice President with E4IS, discussed Exceptional Risk’s high-limit program in both life and disability. Lloyds is not just for athletes and entertainers! Their [...]
E4's Brady Serold, Senior Vice President of Disability Income, and Jessica Bowden, Regional Vice President, discussed how collaborating with E4IS sets them apart and how E4IS can help your clients avoid the need for a GoFundMe in the future. [...]
E4’s Phil Haug, LUTCF, Senior VP, Sales & Partner, joined Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner, and reviewed what opportunities they keep at the top of their minds when discussing with decision-makers on how to [...]
You have identified a business that needs to protect its key employees; even better, there are many key people that the business wants to protect. Have you ever had a problem with underwriting and the case going sideways? Steve [...]
Does your agency have a thriving commercial and/or employee benefits division? Are you missing out on additional opportunities your business owners need and want? Grant Morgan, Executive Benefits Advisor with Choice Insurance, A Division of Vizance, joined E4’s Steve [...]
Do your business owner clients have high-impact employees who are key contributors to the success of business growth? Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner, and Brad Newcomb, Regional Vice President with John Hancock, discussed how [...]
Preston French, Regional Vice President with E4, and Phil Haug, LUTCF, Senior VP, Sales & Partner, who discussed prospecting and closing the sale with buy/sell opportunities.
Dan Peterson, LLIF, LUTCF, FIC, President and Managing Partner, and Preston French, Regional Vice President with E4, discussed the three things every good buy/sell agreement should have and walk through E4’s Buy/Sell Risk Calculator.
Preston French, Regional Vice President with E4, Doug Bowden, CLU, ChFC, Symetra’s Director, Advanced Sales, and Regional Vice President, Brad Mills, discussed creating opportunities with business owners, including buy/sell options.
Mike Coyle, Sales Vice President from Lincoln, joined Preston French, Regional Vice President for E4, to discuss the ruling on how buy/sell transactions may cause estates to be taxable and dive deeper into the buy/sell conversation. [...]