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!
July
Worksite & Voluntary GI
7/31/2024
Capstone – Worksite & Voluntary GI
Phil Haug, Senior VP, Sales
Steve Walker, VP of Institutional Accounts
August
Life Insurance in a Qualified Plan
8/7/2024
Retaining Top Talent
Corey Cox, Senior Consultant – Business Solutions
Principal
8/14/2024
Jeff Hale, Regional Vice President
Security Mutual
8/21/2024
E4IS Case Study
From Qualified to Non-Qualified Plans for Business Owners
Phil Haug, Senior Vice President, Sales
Bill Anderson, Wealth Strategist
8/28/2024
Capstone: Life Insurance in Qualified Plans
Symetra’s Cancer Care Compass
Brad Mills, Regional Vice President, and Mike Polonsky, AVP and Senior Actuary from Symetra, join us to discuss their first-of-its-kind rider package, which provides a unique combination of cancer care benefits and services to help your clients live longer and healthier lives. Cancer Care Compass (microsite)
Disability Insurance Case Study
Brady Serold, Senior Vice President of Disability Income, and Steve Walker, Vice President of Institutional Accounts, discuss a case study on how an inquiry for individual coverage on a new executive at a manufacturing company turned into a six-life executive GSI carveout.
The Income Protection Software Analysis (IPSA)
Mike Sir from One Protection will join us to discuss the DI discussion and the innovative tool they created to facilitate client conversations. The Income Protection Software Analysis (IPSA) is a simple yet powerful presentation tool designed to decrease client objections and significantly improve your closing percentages. It allows you to use data inputs specific to your client's situation [...]
Income Protection: It’s not just for doctors and lawyers.
Hands-on work is demanding for your farmer and rancher prospects/clients. But many have never considered what might happen if they become sick or hurt and unable to work, much less their farm spouses. What about general operating expenses? Who is going to cover those? What about other manual duty occupations such as plumbers, electricians, contractors, dental hygienists, beauticians, etc.? These [...]
Disability Insurance at E4 Insurance Services
It has been nearly a year since we brought Brady Serold on board as our Senior Vice President of Disability Income to launch our DI line. Our Chief Distribution Officer and Managing Partner, Brendon DeRouin, and Brady will discuss why E4 is here for your DI needs, our successes, and what's on the horizon.
Estate Planning for Your Clients in an Ever-Shifting Landscape
We wrapped up our April Focused Planning Series on Estate Planning with Attorney Eric Christoffersen, who shared his expertise. He discussed the importance of having a game plan for your clients’ Estate Planning in a game where the rules always change.