Building Relationships Every Week
Every Wednesday from 12-12:15 PM CST, E4IS invites a guest speaker to discuss concepts, trends, products and more. Can’t make it? Life happens. Because we don’t want you to miss anything, we post them here.
If you have any questions regarding a specific BREW-cast or would like to request a specific topic to be covered, please contact brew@e4.insurance.
Disclaimer: For Financial Professionals only. By watching BREW or joining BREW events live, you are confirming that you are a licensed insurance agent, advisor, or producer.
Join us for BREW!
E4’s “Focused Planning Series” (FPS) will have a monthly theme in our SecurE4life newsletter, emails, and BREWs.
Click the dates below to save BREW’s to your calendar!
April
Estate Planning
4/24/24
Estate Planning for Your Clients in an Ever-Shifting Landscape
Eric Christoffersen, Attorney, Grams & Christoffersen
Different Deferred Compensation Strategies for Different Types of Employees
Dave Soczek returns to the BREW to discuss compensation strategies for your business owner clients. We'll review common issues and solutions. Dave works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as recruiting, rewarding, and retaining key employees; correcting deficiencies in current benefit plans; Bank Owned Life [...]
April’s Focused Planning Series Case Study: Estate Planning
E4’s Dan Peterson and Brendon DeRouin dove into a case study discussing the Montgomery's, a high-net-worth couple in their early 50s. They reside in Minnesota and possess substantial assets, including multiple properties, investments, and a thriving business. Concerned about state and federal estate taxes, they aim to optimize their estate plan to maximize preservation while ensuring their family's financial [...]
Estate Planning in the Current Environment
Brett Berg, Vice President, Advanced Marketing at Prudential and an attorney, is joining us to discuss Estate Planning in the Current Environment. Based on the anticipated change to the exemption amount, it may seem obvious that clients should make large gifts before 2026. However, the decision whether to make a gift, what amount it should be, and how it [...]
Protecting Your Business by Protecting Your Key People
Who is a major driver of revenue for your business? Mason McKinnie from Principal joined us to talk about learning more about protecting your business from the involuntary or voluntary departure of your top people. Reward and retain your best employees by providing benefits that match their contributions. Make them feel like owners without having to give them ownership. [...]
Protecting Against the Loss of a Key Employee – The Missing Piece
Most advisors protect the business in the event of the death of a key employee. But what if they didn’t die and became too sick or hurt and cannot return to work? Doesn’t the business have the same issues? E4’s Brady Serold and Steve Walker talk about the often-overlooked topic of key employee disability insurance and why it should [...]
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 and successful approach using a multi-life guaranteed-issue chassis. Since making this shift, Chris has found that not only is the [...]