What’s Happening on the BREW

What’s Happening on the BREW2025-02-05T10:58:18-06:00

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 from 10:00 to 10:30 AM CST, E4IS hosts a live 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, or you can register on the Events Calendar


February 12th
How an Informal Business Valuation Impacts Life and DI Insurance
February 19th
Opportunities with Business Valuations and Policy Loans with Prudential
February 26th
Unlocking Future Success:
How Business Valuations Can Open the Door to Growth in 2025

March 5th
Connelly vs IRS: The Difference Between Entity Ownership & Cross-Purchase Buy/Sell
March 12th
Creating Opportunities Using Business Planning Concepts with E4 and Symetra
March 19th
TBD
March 26th
Identifying Buy/Sell Opportunities

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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.

Need, Want, Concern

As your clients get closer and closer to retirement, the conversation changes from accumulation to Needs, Wants, and Concerns when they say “good-bye” to the 8-5.  In this week's BREW, Jeremy Vidmar, FIC, CLTC, E4 Regional Vice President, will jump into a unique case study to show how you can create a plan that guarantees your client’s Needs, Wants, [...]


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