On this edition of the BREW, we are happy to welcome Brigette Ochs, Relationship Manager with Great American Insurance Group. The SECURE Act changed the way clients can inherit tax qualified assets. Through the use of annuity enhanced death [...]
Insurance illustrations are important (and required), but illustrations are often 20+ pages long, are confusing to the client and provide no context on how the insurance fits within the client’s overall financial plan. At E4 Insurance Services (E4IS), we [...]
Tax season is here, so now is a great time to talk to your clients about strategic tax planning for 2021. On today's BREW, Bob will be sharing how to help your clients feel more in control and confident [...]
E4IS Proprietary materials are accessible in your advisor portal! Please login and click on "E4IS Sales Concepts" to see examples! Did you know you have a special team whose sole purpose is to help you with your asset protection [...]
Rich Engebretson and Cary Parker from WealthStar Alliance join E4IS to discuss CPA relationships. Data analytics is quickly becoming one of the most critical functions in today's wealth manager's toolbox. Watch and learn how you can increase efficiency and [...]
