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.
What Role Does Private Equity Have in Business Succession Planning?
Rod Crandall, Regional Vice President, reviews the role of Private Equity (PE) in business succession planning, drawing from experience sourcing companies for PE purchases. He will also discuss the increasing consolidation across industries and the rising competition for deals, leading to higher prices and more creative sourcing strategies.
Valuations that Drive Growth: An Advisor’s Guide to Client Success
Tune in to hear about North American’s new partnership with a leading valuation company that will provide a business valuation solution with Andrew Herrera, Regional Vice President with North American. This platform can help your business owner clients plan for their future success and generate revenue for your practice.
Mistakes Have Consequences, Don’t Let it Happen to You
Ignoring policy review can have MAJOR impacts on many families, not just one. Josh Meester, E4 Regional Vice President, will discuss a true-life event that impacted one of our own. He will discuss a personal story to remind us how a simple task could avoid disaster for numerous people involved.
Life Insurance Awareness Month with E4
Phil Haug, Senior VP, Sales for E4, dives deeper into Life Insurance Awareness Month and how we at E4 Insurance Services can help you and your clients find the best solutions and get the proper protection.
Real Life Stories
In honor of Life Insurance Awareness Month, we are going to discuss how stories sell! Listen to your key partners at E4 Insurance Services discuss how life insurance has impacted the people near and dear to them.
It’s About Answers, Not Insurance!
Changing our habits and behavior can be very hard and requires commitment and intentionality. It also requires stepping outside our comfort zone to do the right thing and ensure our clients’ well-being. Join Rod Crandall, Regional Vice President for E4, to discuss how to effectively and intentionally lead the conversation that results in AGREEMENT and ACTION by our clients. [...]