Annuity Maximization
E4IS welcomes Jamie Orr, Life Field Annuity Director with Cincinnati Life. We'll be discussing Annuity Max Concepts and how they can benefit your client.
E4IS welcomes Jamie Orr, Life Field Annuity Director with Cincinnati Life. We'll be discussing Annuity Max Concepts and how they can benefit your client.
Jason Jafferis from Prudential joins the B.R.E.W. to discuss important changes brought on by the SECURE Act. One of the most impactful changes is the loss of the IRA “stretch” provision, which was used by many clients to provide [...]
E4IS welcomes Doug Bowden, Director of Advanced markets at Symetra, who discusses how to use bank lending strategies to fund the premium payments for high-net worth clients looking to place high-dollar value permanent life insurance policies into effect for [...]
Stephen F. Anderson CLU ChFC CFP® PensionQuote™ Midwest Marketing Director/Advanced Insurance Designer Financial services professional with over 30 years of experience with a practice focused on financial planning, investments, estate, and business life insurance for high net worth individuals, [...]
E4IS welcomes Bill Comfort from Comfort Long Term Care. Bill is one of the leading long-term care insurance specialists in the country. He started his insurance career in 1991 and has specialized in LTC insurance for the past 20 [...]