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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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.
Navigating the Silver Tsunami
Join Greg Mantz, Regional Sales Director for OneAmerica, to discuss long-term care. He will touch on aging demographics, industry trends, stats, solutions, and why an LTC plan is so important.
Need, Want, Concern
As your clients get closer and closer to retirement, the conversation changes from accumulation to Needs, Wants, and Concerns when they say “good-bye” to the 8-5. In this week's BREW, Jeremy Vidmar, FIC, CLTC, E4 Regional Vice President, will jump into a unique case study to show how you can create a plan that guarantees your client’s Needs, Wants, [...]
Integrating Long-Term Care (LTC) Planning Into Your Practice
Shane Van Patten, CLTC, E4’s Regional Vice President, discussed how to implement best practices for integrating Long-Term Care planning into your process and having an engaging conversation with your clients about it.
Nationwide Tools and Resources for Business Succession and Planning
Nationwide is joining us for an overview of business planning tools and how to use them with your business owner customers. Blake Price, Financial Planner with the Legacy Planning Team from Nationwide will give an overview of our most used resources as well as a sample business valuation.
Planning for the Future of Your Business
Corey Cox, Senior Consultant-Business Solutions for Principal, is joining us again for the BREW to discuss the importance of knowing your business's value. He will address business succession planning, protecting your business, and making sure you take care of your key employees and yourself.
Selling a Financial Advisory Practice
Tiffany Markarian, Managing Director for Advantus Marketing, will explore the complexities of selling a financial advisory practice. Whether you're thinking about transitioning out of the business or are actively preparing for a sale, this BREWcast is designed to help financial advisors navigate the entire process—from valuing your practice and finding the right buyer to managing the emotional and financial [...]