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.
E4 Insurance Services Estate Planning Case Study and Discussion
Bill Anderson, CLU, ChFC, CKA, Wealth Strategist, and Phil Haug, LUTCF, Senior VP, Sales & Partner, with E4 discussed how to embrace the changes coming into 2025 with excitement and what has been missing for the past few years.
Estate Planning Strategies with Pacific Life
Bill Anderson, CLU, ChFC, CKA, Wealth Strategist with E4, and Brett Mieras, CRPC, WMCP, Field Vice President at Pacific Life, will share some hot topics and solutions for clients moving forward under the new presidential regime. There are tried and tested Strategies that are coming to the forefront of Solutions for your Clients! Join us to keep yourself in front [...]
Tax Planning Moving Forward
Bill Anderson, CLU, ChFC, CKA, a Wealth Strategist with E4, and industry specialist CPA John Polski, from the Minneapolis, MN area joined us to discuss what’s ahead with Income Tax Planning under the new regime change that will take place five days from today.
Where do I go from here with Estate Planning?
We are excited to welcome nationally known Kevin Crouch, JD, to a special BREW with Bill Anderson, CLU, ChFC, CKA, Wealth Strategist with E4. We will discuss what’s new and happening in the Estate Planning World, including what Kevin sees in the future on all things “Estate Tax Planning!” Contact Kevin Crouch: kcrouch@meyersayers.com
What is to come for E4IS in 2025!
Dan Peterson, LLIF, LUTCF, FIC, President & Managing Partner, and Phil Haug, LUTCF, Senior, VP, Sales, will give you an exclusive look at how E4 Insurance Services will help advisors and agents reach the big leagues and roll out our 2025 Lineup.
E4 Insurance Services a Year in Recap
Brendon DeRouin, CLU, ChFC, LACP, RICP, Chief Executive Officer & Managing Partner, and Phil Haug, LUTCF, Senior VP, Sales, will look back on this year's Focused Planning Series and reflect on the growth and knowledge we have implemented in our businesses.