We are pleased to share exciting news from e4 Brokerage. Effective November 1, 2019, we are formally merging with Insurance Services Group (ISG) of Verona, Wisconsin to form E4 Insurance Services.

E4 Insurance Services will have more than 20 associates between the two offices and will generate more than $4 million in annual life sales and $50 million of annuity sales.  Our linked benefit and long-term care sales will be in excess of $10 million.  We will continue to serve Broker Dealers, Banks, Accounting Firms, RIA’s, Independent Advisors, and P&C Agencies.  

For our existing advisors, we promise you that we will maintain our current values and standards. The current e4 stands for “e to the 4th power”, which represents our commitment to energy, energize, edge, and execution. This commitment will be integrated with ISG’s passion for “Making Life Simple”. Combined, this ensures that the new E4 will continue to surpass the highest standard of service, consistency, availability, and a responsive approach to insurance planning.  We will continue to focus on providing objective, unbiased consulting and solutions for our advisors and their clients.

What You Need to Know:

Dan Peterson will assume President of E4 Insurance Services.
Steve Bergee will assume the role of Senior Vice President and Chief Design Specialist.  
Brendon DeRouin (current ISG President) will assume the role of Chief Distribution Officer.   
Fargo, ND will be the home office of E4 Insurance Services.
E4 Insurance Services will remain a PLAN and LifeMark partner.
During the transition, please continue to work with your current contacts at e4 Brokerage with any contracting processes, appointments, or current cases you are in process of. If you have any questions, please feel free to call our home office at 701-356-1270.
The look of our e4.insurance website will be a new and improved structure. If you have current credentials to login and any current cases, those will remain active and automatically transferred to the new platform – meaning there is nothing for you as the advisor to do. Even though the layout will change, it will remain very user-friendly. Our staff will also be available to assist with any questions you may have.
We will continue to be as proactive as possible to keep you informed with any coming changes. We are doing our due diligence to ensure the least disruption to business during this time.

We look forward to continuing our relationship with you, keeping you informed on industry changes, cultivating new opportunities, and helping you grow your book of business!