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!
May
Disability Insurance
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
5/29/2024
Symetra’s Cancer Care Compass
Brad Mills & Mike Polonsky, Symetra
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 [...]
Cut Through the Noise: DOL Fiduciary Rule 3
What happens in Washington, DC, has a critical impact on our business, yet, out of 535 members in the U.S. Congress, only 20 (less than 4%) have any experience with insurance. In October 2023, the DOL released its third fiduciary rule proposal, that imposes a broad new regulatory framework on retirement-related financial assistance, targeting annuities and with inaccurate and [...]
How a Business Valuation Leads to Sales
Wrapping up January's Focused Planning Series with Business Valuations, Stephen Alloy from Mutual of Omaha joins the BREW today to share a case study. The Business Valuation services offered through MOO can set up a producer for sales of life or other related products. Case Study Sample Valuation: Tasty Foods
Focused Planning Series (January) – Informal Business Valuation
Our top advisors in 2023 that had the most significant cases focused on business clients. We're here to equip you with the sales strategy, marketing firepower, and market insights you need to crush your business goals. This weeks BREW will have Dan Peterson, Brady Serold, and Shane Van Paten reviewing the first case study we'll be sharing with you [...]
Take Time for the Galleri Test
Kelsey Spencer (Grail Insurance) will be sharing how leading life insurance companies are embracing innovation to detect cancer early with a new test Galleri. This is the first-of-its-kind multi-cancer early detection test that looks for a signal shared by 50+ types of cancer with a single blood test.