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, E4IS hosts a 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 for our LIVE event, or you can register on the Events Calendar.
October 1st
LIVE: Accumulation & Legacy Growth with Protection
October 8th
A Unique Way to Look at Income Planning
October 15th
Inside the ASW
October 22nd
Inherited Annuities: Transferring Wealth to the Next Generation
November 5th
LIVE: LTC – Aging Population Demographics: The Silver Tsunami Siren is Blaring!!!
November 12th
Certification for Long-Term Care (CLTC) – The Designation That Has Significantly Enhanced Careers
November 19th
Using Hybrid LTC Insurance to Reward & Retain Key Employees
Subscribe to SecurE4life!
Each week, E4 publishes a newsletter with key information for you to help grow all lines of your business. Subscribe here to receive next week’s issue!
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.
Voluntary Worksite Insurance Products
Want to add term life, accident, critical illness, individual short-term, and group short-term disability to your existing employer groups? Brady Serold, CLTC, Senior Vice President of DI at E4IS, and Rob Czerwinski, Head of Worksite Sales at Illinois Mutual, discussed their worksite benefit solutions and explored the best ways to encourage participation, educate employees, and enroll them in the [...]
Let’s Look to Insure Your “Uninsurable” Clients…
Josh Meester, Regional Vice President and Partner at E4IS, is joined by Ryan Goodchild, Senior Vice President of Business Solutions at Principal Financial. They review PFG’s multi-life program, where advisors can look to insure your business owner clients along with “high-impact” people with NO exams, APSs, etc. Multi-life programs are becoming a “table stakes” concept for carriers to offer, [...]
Removing The Pain of Underwriting During Carveout Planning
Are you an advisor who works with decision makers for mid-to-large-sized companies? Do you think they have some KEY PEOPLE that they would like to keep around? Executive Carveout strategies are fantastic, but have you ever had one derailed due to underwriting? Join Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner at E4IS, Symetra’s Brad Mills, Regional [...]
Cincinnati Worksite
Preston French, Regional Vice President for E4IS, welcomed Maria Ocrant, CLU, FLMI, ALMI, ACS, Life Field Director at Cincinnati Life Insurance, to this week's BREW. They discussed all things related to worksite and voluntary benefits, as well as how you can assist your business owners by offering guaranteed issue life insurance.
Control The Outcome by Protecting Your Income
Doug Twiddy, Director of Annuities, and Josh Mester, Regional Vice President and Partner with E4IS, discuss lifetime income features and how these solutions can benefit clients not only financially but also physically. It has been proven that financially secure people tend to live longer…Happy wife, happy life…right? NOT if you run out of money! Using lifetime income solutions can [...]
Let us “WARN” you about the WARN Act
How much do you spend on lead programs? What if you didn’t have to spend ANY money on leads? Josh Meester, Regional Vice President and Partner, Doug Twiddy, Director of Annuities at E4IS, and K.C. Lane, Sales Vice President at North American, discuss how you can use the underutilized WARN Act with your existing clients for 401 (k) opportunities. [...]