What’s Happening on BREW

What’s Happening on BREW2024-02-23T08:50:37-06:00
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.

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In January 2024, E4 is kicking off our new “Focused Planning Series” (FPS) where each month we will focus our weekly newsletter, emails, and BREWs around a specific theme.
Click the dates below to save BREW’s to your calendar!

February:
Understanding Buy/Sell Agreements

2/21/24
FPS February Case Study: Understanding Buy-Sell Agreements
Dan Peterson & Brady Serold, E4 Insurance Services
2/28/24
Generating Business Market Insurance Opportunities with Buy Sell Agreements
Mason McKinnie, Principal

March
Key Person & Executive Benefits

3/6/24
Creating Opportunities to Recruit, Retain, and Reward Key Employees
Doug Bowden, Symetra
3/13/24
FPS March Case Study: Key Person & Executive Benefits
E4 Insurance Services
3/20/24
Executive Carve-Out – Guaranteed Issue Disability Insurance
Steve Walker, E4 Insurance Services
3/27/24
TBD
Mason McKinnie, Principal

Succession Planning Considerations for a Financial Advisor’s Practice with Tiffany Markarian, Advantus Marketing

Succession planning is a pivotal moment in the life of every financial advisor. Advisors must navigate an intricate landscape of succession planning considerations to preserve the legacy they’ve worked hard to build. On this episode, Award-Winning Marketing Strategist, Tiffany Markarian of Advantus Marketing, unravels the nuances of succession planning specific to a financial advisor’s practice and ways to safeguard [...]

How To Add Value to an Estate Plan with Insurance

On this BREW, Steve Walker asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add value. These clients don’t care what insurance is but they love what insurance does! Insurance provides instant Leverage, Tax-Efficiency, and [...]

November 15th, 2023|BREW, E4IS Exclusive, Estate Planning, Sales Ideas, Weekly Brew|
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