Building Relationships Every Week
Every Wednesday from 12-12:30 PM CST, E4IS hosts a webcast supporting the theme of our monthly Focused Planning Series. We discuss concepts and case studies, trends, products, and more. View our full BREW library below.
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.
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September Focused Planning Series
Life Insurance Awareness Month (LIAM)
9/25/2024
Mistakes Have Consequences, Don’t Let It Happen to You!
Josh Meester, E4IS Regional Vice President
October Focused Planning Series
Selling Your Business
10/02/2024
Valuations that Drive Growth: An Advisor’s Guide to Client Success
Andrew Herrera, Regional Vice President, North American
10/09/2024
10/16/2024
Selling a Financial Advisory Practice
Tiffany Markarian, Managing Director, Advantus Marketing
10/23/2024
Planning for the Future of Your Business
Corey Cox, Senior Consultant, Business Solutions, Principal
November Focused Planning Series
Long-Term Care Insurance Awareness Month
11/06/2024
Integrating LTC Into Your Practice
Shane Van Patten, E4IS Regional Vice President
11/13/2024
11/20/2024
Navigating the Silver Tsunami
Greg Mantz, Regional Sales Director, OneAmerica
11/27/2024
NO BREW: Thanksgiving Holiday
Strategies with Equity-Defined Benefit Plans
David West, Partner at The Fortis Agency, has been in the financial services industry for over 10 years and specializes in helping physicians, executives, and business owners protect and grow their wealth. David will discuss his success with a unique strategy of taking equity-defined benefits plans, rolling the effective tax savings into an after-tax IUL, and sharing a side-by-side [...]
Capstone-Worksite & Voluntary GI
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, are closing out July’s Focused Planning Series on worksite and voluntary guaranteed issues with a case study and ideal client discussion.
Innovative Executive Benefits – Helping your Top Talent Fund Their LTC Using Simplified Issue IUL
E4’s Vice President of Institutional Accounts, Steve Walker, and John Hancock’s Regional Vice President, Matt Fitzpatrick, discuss an innovative way business owners can help recruit and retain top talent. Offering valuable benefits to key employees is an essential thing for business owners to be able to recruit and retain their best employees. Tune in as Steve and Matt discuss [...]
Guaranteed and Simplified Underwriting for Worksite Benefits and Executive Benefits
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, will talk about the benefits of working with a more significant number of clients with the hassle of lengthy underwriting and primary guaranteed issue solutions we are seeing success with.
Capstone – Annuities
Doug Twiddy, Director of Annuities, and Phil Haug, Senior Vice President, Sales, will wrap up annuity awareness month by putting the final touches on sales successes with annuities.
Using RMD’s to Fund Your Legacy
Doug Twiddy, Director of Annuities, and Josh Meester, Regional Vice President, present on the recent success advisors have had capitalizing on higher rates and COLA riders to provide certain income in uncertain environments.