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.
Creating Opportunities Using Business Planning Concepts with E4 and Symetra
Preston French, Regional Vice President with E4, Doug Bowden, CLU, ChFC, Symetra’s Director, Advanced Sales, and Regional Vice President, Brad Mills, discussed creating opportunities with business owners, including buy/sell options.
Connelly Vs IRS: The Difference Between Entity Ownership & Cross-Purchase Buy/Sell
Mike Coyle, Sales Vice President from Lincoln, joined Preston French, Regional Vice President for E4, to discuss the ruling on how buy/sell transactions may cause estates to be taxable and dive deeper into the buy/sell conversation.
Unlocking Future Success: How Business Valuations Can Open the Door Growth in 2025
We learned about North American’s complimentary business valuation platform and how, together with their Advanced Markets department, we can help position an Advisor for success in the business owner market and grow their overall practice.
Opportunities with Business Valuations and Policy Loans with Prudential
Jason Jafferis, MBA, Regional Vice President for Prudential, joined us to teach us how simple, value-added steps can open doors for business owner planning. Annual reviews can also set up opportunities to enhance your client’s planning and potentially uncover gaps and unforeseen tax exposure that could be significant.
How an Informal Business Valuation Impacts Life and DI Insurance
A comprehensive business analysis serves multiple crucial functions. It determines Buy-Sell needs and agreements, helping to establish a clear framework for ownership transitions. Additionally, it identifies key players within a business and assesses their key person insurance requirements, ensuring that the company is protected against potential losses. Corey Cox, Senior Consultant-Business Solutions from Principal, joined us in diving deeper [...]
Six Figure Soiree
We introduced our new Senior Vice President of Advanced Markets, Ronnie Hamilton, CFP, CLU, ChFC, AEP. He and Phil Haug, LUTCF, Senior VP, Sales, discussed what is to come for E4 in the advanced markets space and case design.