Catch up with Dan and Brendon on this special quarterly BREWcast! Dan Peterson and Bredon DeRouin, Managing Partners at E4 Insurance Services, will have an impromptu conversation about the state of the insurance industry as the U.S. continues to [...]
Even before the COVID pandemic and the so-called “great resignation”, many organizations faced a struggle to keep mission critical employees from leaving for greener pastures. Today the situation is worse as current economic conditions have created the perfect job-seeker’s [...]
Dan Peterson, President of E4 Insurance Services will have a conversation with Star Advisor, Zach Schnitzler. They’ll be sharing a specific estate planning case they worked for one of Zach's Ultra-High Net Worth clients. As Congress continues to implement [...]
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Imagine this: You’ve got the meeting on your calendar and want to make a good impression. Preparation, setting expectations, and stating clear objectives are essential steps to conducting a successful meeting (whether you’re meeting with a client, team member, [...]
