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
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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.
Maximizing Wealth Transfer for the Uninsurable
Doug Twiddy, Director of Annuity, and Josh Meester, Regional Vice President & Partner with E4IS, discussed their solutions for uninsurable clients by utilizing specific features in E4IS's annuity portfolio. Many resort to MYGAs in these situations…really look at the options and create the best outcome for your clients.
How do you position Annuities for your clients?
This BREW discussed how to effectively utilize annuities for your clients, considering their features and functions. From MYGAs to FIAs…How can we protect our clients in volatile times with these solutions? Doug Twiddy, Director of Annuities, and Josh Meester, Regional Vice President and Partner at E4IS, delved into the various features and factors that advisors should be aware of. [...]
So You Don’t Like DI Underwriting
Brady Serold, CLTC, Senior Vice President of Disability Income, and Charlie Seivert, Senior Risk Advisor and Partner at North Risk Partners, discussed the benefits of guaranteed standard issue.
The Truths and Myths of Disability Underwriting
Paul Zimmerman, FALU, FLMI, VP and Chief DI Underwriter at Ameritas Life Insurance Company, and Brady Serold, CLTC, Senior Vice President of Disability Income at E4IS, discuss some common issues and medical conditions that cause modification and potential decline of an insured. Additionally, they provide tips on making the best possible underwriting decision!
Leverage the Lloyd’s Market for Exceptional Clients
Sean McNiff, VP of Business Development and Marketing for Exceptional Risk Advisors, and Jessica Bowden, Regional Vice President with E4IS, discussed Exceptional Risk’s high-limit program in both life and disability. Lloyds is not just for athletes and entertainers! Their GSI programs cost upwards of $ 50,000 per month for executives, tech moguls, attorneys, physicians, and business owners. [...]
GoFundMe is Not An Adequate Disability Plan
E4's Brady Serold, Senior Vice President of Disability Income, and Jessica Bowden, Regional Vice President, discussed how collaborating with E4IS sets them apart and how E4IS can help your clients avoid the need for a GoFundMe in the future.