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.
Key Person Opportunities
E4’s Phil Haug, LUTCF, Senior VP, Sales & Partner, joined Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner, and reviewed what opportunities they keep at the top of their minds when discussing with decision-makers on how to protect the business from losing its top talent.
Protecting Key People Without Underwriting
You have identified a business that needs to protect its key employees; even better, there are many key people that the business wants to protect. Have you ever had a problem with underwriting and the case going sideways? Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner, and Corey Cox, Regional Director-Business Solutions with Principal, discussed eliminating the [...]
Adding Executive Benefits To Your Agency
Does your agency have a thriving commercial and/or employee benefits division? Are you missing out on additional opportunities your business owners need and want? Grant Morgan, Executive Benefits Advisor with Choice Insurance, A Division of Vizance, joined E4’s Steve Walker and discussed how adding executive benefits has fueled additional revenue to their agency while helping several businesses and families [...]
Utilizing a Restrictive Endorsement Bonus Arrangement With High Impact Employees
Do your business owner clients have high-impact employees who are key contributors to the success of business growth? Steve Walker, CLTC, LUTCF, VP of Institutional Accounts & Partner, and Brad Newcomb, Regional Vice President with John Hancock, discussed how business owners can reward their top talent beyond compensation to keep them looking for greener pastures elsewhere. Finding your top [...]
Identifying Buy/Sell Opportunities with E4IS
Preston French, Regional Vice President with E4, and Phil Haug, LUTCF, Senior VP, Sales & Partner, who discussed prospecting and closing the sale with buy/sell opportunities.
Essentials of a Buy/Sell Agreement
Dan Peterson, LLIF, LUTCF, FIC, President and Managing Partner, and Preston French, Regional Vice President with E4, discussed the three things every good buy/sell agreement should have and walk through E4’s Buy/Sell Risk Calculator.