E4’s 2026 Sales Ideas
January: 2026 Planning and Tax Table Update
February: Insure Your Love
March: Annuities as a CD Alternative
April: Financial Literacy Month
May: Disability Awareness Month
June: Annuity Awareness Month
July: Advisors’ Hottest Topic (LTC)
August: Worksite & Guaranteed Issue
September: Life Insurance Awareness
October: Income Planning & Protection
November: Long-Term Care Awareness Month
December: Practice Management and Goal Setting for 2027
E4IS will release a BREWcast on the first Wednesday of every month on our YouTube channel, offering insights aligned with the theme of our 2026 Sales Ideas. On the third Thursday of each month, we’ll also host a Live Webinar featuring our Regional Vice Presidents, industry leaders, and carriers, covering case studies, trends, products, and more. Each session is accompanied by Sales Kits packed with tools and resources to help you elevate your practice and drive results. Registration links for the Live Webinar will be available in your SecurE4life newsletter or on the Events Calendar.
February 4th
Insure Your Love Throughout the Years
February 19th
LIVE Third Thursday at Three: How to Properly Structure a Tax Free Retirement
March 4th
Details Coming soon!
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Disclaimer: For Financial Professionals only. By watching BREW recordings or joining BREW events live, you confirm that you are a licensed insurance agent, advisor, or producer.
Insure Your Love Throughout the Years
Insure Your Love is more than a February slogan – it is a chance to show clients that the real love language is protecting their paycheck, their plans, and the people who rely on them. In this session of the BREWcast, E4IS's Phil Haug, LUTCF, Senior Vice President, Sales & Partner, Doug Twiddy, Director of Annuities & Partner, and [...]
2026 Planning and Tax Table Update
To kick off the year, E4 Experts Brendon DeRouin, CLU, ChFC, LACP, RICP, CEO & Partner; Greg Spaeth, Chief Strategic Initiatives Officer; and Ronnie Hamilton, CFP, CLU, ChFC, AEP, Senior Vice President of Advanced Markets, provided an in-depth update on the key estate, gift, business, and income tax changes included in the OBBBA, and what they mean for your [...]
What Can Derail Our Clients’ Legacies?
Even the best-laid plans can fall apart without the right protection. Rod Crandall, Regional Vice President at E4IS, uncovers the biggest threats to your clients’ legacies, like liquidity shortfalls, long-term care costs, outdated estate documents, market volatility, and family dynamics, and explores the insurance solutions that can help safeguard what they’ve worked so hard to build. [...]
Your Client May be Rich, But are They Liquid?
Legacy isn’t just about what you build, it’s about what you protect. Rod Crandall, Regional Vice President at E4IS, discusses why liquidity is critical in estate planning and how unexpected costs —such as debts, taxes, and distributions —can quickly erode even the strongest financial plans. Learn how to help clients preserve their wealth and protect their legacy when it [...]
Intentional Legacy or Legacy by Default?
Everyone leaves a legacy—through memory, money, or meaning. Rod Crandall, Regional Vice President at E4IS, explores how you can help clients define and design their legacy with purpose. From the values and stories that they want to be passed down to the impact their wealth can create, this conversation will show how intentional planning becomes one of the greatest [...]
Using Hybrid LTC Insurance to Reward & Retain Key Employees
Shane Van Patten, CLTC, Regional Vice President at E4IS, and Tim O’Connell, CLTC, Advanced Sales at Lincoln Financial Group, discussed how companies can offer a simple and effective “outside of the box” strategy to reward and retain certain key employees! Watch to get actionable insight you can use in your practice!