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
May
Disability Insurance
5/1/2024
Disability Insurance at E4 Insurance Services
Brady Serold & Brendon DeRouin
5/8/2024
Income Protection: It’s not just for doctors and lawyers.
Jim Kuny, Regional Sales Manager, Illinois Mutual
5/15/2024
The Income Protection Software Analysis (IPSA)
Mike Sir, One Protection
5/22/2024
Disability Insurance Case Study with E4
Brady Serold, Steve Walker
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 [...]
Creating Opportunities to Recruit, Reward, and Retain Key Employees
Doug Bowden and Brad Mills, Symetra Life Insurance, shares ways for your business owner clients to create opportunities to reward and retain their key employees.
Generating Business Market Insurance Opportunities with Buy Sell Agreements
We continue with our monthly Focused Planning Series featuring Buy-Sell Agreements. On this webcast, Mason McKinnie, Sales VP of Business Solutions with Principal Life joins us to discuss why it is important to make sure your business owners clients Buy Sell Agreements are current, funded, and funded at the right business value.
Focused Planning Series (February) – Understanding Buy-Sell Agreements
Dan Peterson and Brady Serold are back on the BREW with our second installment of our Focused Planning Series. In February, we're focused on the importance of Buy-Sell Agreements for your business owner clients. This case study will review a business with multiple owners that completed a Business Valuation and Buy-Sell Agreement. E4 provided recommendations for this business with [...]
How to Ensure Your Buy-Sell Agreement Works For You
Chad has been with Eide Bailly for over 25 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing, as well as selling businesses. In addition to performing financial projections, forecasting, and strategic planning for a variety of clients; Chad also performs succession planning to help clients determine future ownership, leadership, and [...]