Do you have clients that don’t need all of their IRA? Is there a portion/percentage of their IRA(s) they want to leave to Children or Grandchildren? Do you have clients that are doing Roth Conversions but probably won’t spend [...]
On today's BREW, E4IS welcomes Larry Hitchcock with Socialeads. Socialeads is an Artificial Intelligence (AI) Lead Generation Engine that uses Natural Language Processing (NLP) applied against one's own Social Networks (LinkedIn, Twitter, etc.) to identify Real Life Events such [...]
E4IS always wants to provide our advisors the best tech, and right now some of the hottest tech we use is Ensight. Ensight has partnered with insurance carriers and national distributors to provide next-generation sales and data acceleration platforms [...]
On this BREW, E4IS's very own Brendon DeRouin will walk us through multiple methods for distributing assets in retirement. This is a very special case indeed - we'll dive into his own mother's income plan and some of the [...]
