E4’s 2025 Marketing Lineup
January: Estate Planning
February: Business Valuations
March: Understanding Buy/Sell Agreements
April: Key Person & Executive Benefits
May: DI Awareness
June: Annuity Awareness
July: Worksite and Voluntary GI
August: Linked Benefit and Long-Term Care
September: Life Insurance Awareness
October: Leveraging the Power of Annuities
November: Long-Term Care
December: Legacy Planning
Every Wednesday, E4IS hosts a webcast supporting the theme of our 2025 Marketing Lineup for that month. You will hear from our Regional Vice Presidents, industry leaders, and carriers, covering case studies, trends, products, and more. Each week, BREW will be highlighted in your SecurE4life newsletter with a registration link for our LIVE event, or you can register on the Events Calendar.
October 1st
LIVE: Accumulation & Legacy Growth with Protection
October 8th
A Unique Way to Look at Income Planning
October 15th
Inside the ASW
October 22nd
Inherited Annuities: Transferring Wealth to the Next Generation
November 5th
LIVE: LTC – Aging Population Demographics: The Silver Tsunami Siren is Blaring!!!
November 12th
Certification for Long-Term Care (CLTC) – The Designation That Has Significantly Enhanced Careers
November 19th
Using Hybrid LTC Insurance to Reward & Retain Key Employees
Subscribe to SecurE4life!
Each week, E4 publishes a newsletter with key information for you to help grow all lines of your business. Subscribe here to receive next week’s issue!
View our full BREW library and subscribe to E4’s YouTube channel for notifications when new recordings are posted.
If you have any questions regarding a specific BREW cast or request a particular topic to be covered, please contact brew@e4.insurance.
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.
Cost of Insurance vs. Cost of Investment
Most clients (and if we are honest, advisors too) say that cash value life insurance is too expensive. It is true if you look at the cost when it gets started. However, Matt Reddick, CLU, ChFC, CLTC, Business Development Vice President at Nationwide, has a unique tool to show how letting a plan “bake” for a little while pays dividends in [...]
Understanding IRS Section 7702: Strategic Opportunities for Advisors
Jeremy Vidmar, FIC, CLTC, Regional Vice President, and Greg Spaeth, Chief Strategic Initiatives Officer at E4IS, provided a clear overview of IRS Section 7702, emphasizing its crucial role in defining which life insurance policies qualify for favorable tax treatment. Learn why Section 7702 was enacted, its key legal requirements, and how it prevents misuse of life insurance for tax [...]
“Why would I self-pay when I can buy insurance?!”
Shayne Fickling, CLU, ChFC, LUTCF, RICP, and Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner at E4IS, discussed a real success story about affluent clients who faced the choice of self-paying for long-term care or buying insurance. They talked through why these clients chose insurance—even with a net worth over $400 million—including the power of leverage, tax [...]
MoneyGuard Client Positioning and Differentiators
Shayne Fickling, CLU, ChFC, LUTCF, RICP, Regional Vice President at E4IS, and Rob Johnson, MBA, CLTC, Sales Vice President at Lincoln Financial, explored creative planning strategies using Lincoln MoneyGuard. They uncovered unique design ideas and underused approaches that can help meet your clients’ long-term care and legacy planning needs!
BREW: Winning Advisor Strategies and Must-Know Products
This week’s BREW dove into the key practices that set top advisors apart. Shayne Fickling, CLU, ChFC, LUTCF, RICP, Regional Vice President at E4IS, and Heather Olson, Regional Sales Director at OneAmerica Financial, walked through standout strategies, highlighted top OneAmerica products, and showed how you can apply them in your own practice.
Key Steps to Open the First Conversation
The first meeting can make or break the relationship. E4IS Regional Vice Presidents Shayne Fickling, CLU, ChFC, LUTCF, RICP, and Shane Van Patten, CLTC, discuss how to identify the ideal client, what to say to open the conversation, how to prepare for a meeting, and the key fact-finding steps to take during that first interaction.