Shane Van Patten, CLTC, E4’s Regional Vice President, discussed how to implement best practices for integrating Long-Term Care planning into your process and having an engaging conversation with your clients about it.
Phil Haug, Senior VP, Sales for E4, dives deeper into Life Insurance Awareness Month and how we at E4 Insurance Services can help you and your clients find the best solutions and get the proper protection. [...]
Most advisors protect the business in the event of the death of a key employee. But what if they didn’t die and became too sick or hurt and cannot return to work? Doesn’t the business have the same issues? [...]
Dan Peterson and Brady Serold are back on the BREW with our second installment of our Focused Planning Series. In February, we're focused on the importance of Buy-Sell Agreements for your business owner clients. This case study will review [...]