Dan Mythen, E4IS Wealth Strategist will be speaking on NEW ways to present the overfunded life policy concept to Gen Xers and Millennials. Here at E4IS, we call it "TARA" (Tax Advantaged Retirement Account). E4IS has proprietary tools such [...]
Protecting the owner and their business equity needs planning. It is the number one issue owners worry about(protecting their number one asset). Additionally, owners always looking to enhance their lifestyle and push key people to act like them without [...]
The first and most basic question for any client – as far as insurance coverage is concerned – how much coverage is needed? In the next BREW, Jeremy Vidmar, E4IS Regional Vice President, will go through a couple of [...]
Are you still selling traditional, long-term fixed term insurance? "Term Laddering" is a custom sales design intended to provide families with term insurance that decreases as their financial needs goes down, just like mortgage insurance decreases with a person’s [...]
September is Life Insurance Awareness Month and it’s a great time to reflect on why life insurance needs to be part every client conversation. If you focus primarily on insurance in your practice, then you may already be doing [...]
