Building Relationships Every Week
By mid-week, we could all use a break. How about a 15-minute break that allows you to sit back and tune in for live discussions on sales concepts, industry trends, product updates, and more!
No matter where you are, you can join E4IS every Wednesday at 12:00 PM CST. Click here to access live!
Can’t make it to the live webcast? Because we do not want you to miss anything, we share them on our blog below for you to watch at your convenience. If you have questions regarding a specific BREW cast, or would like to request a specific topic to be covered, please contact brew@e4.insurance.
Flexible Wealth Transfer Strategy Using SLATs
A tax favored strategy to accumulate, access, and transfer wealth. If you could show clients a way to create an ILIT, fund it with life insurance where one spouse has indirect access to policy values through the trustee and [...]
What Risks Should Businesses Be Thinking About with Their Key Employees?
Do you have clients in your practice that own a business or are key decision makers within their company? Businesses will most often understand the concept of protecting their buildings and other tangible property from unforeseen events like a [...]
Using Qualified Funds for the LTC Plan with Brent DeGroot!
More than ever, Americans are saving money in pre-tax accounts (401(k), 403(b), personal RIAs). The total of these saving is nearly $9 trillion in defined contribution plans. The market is vast! Using Qualified Funds for the LTC plan is [...]
The Life Insurance Decision Matrix with Jeremy Vidmar!
E4 Insurance Service's very own Jeremy Vidmar, Regional Vice President, discusses a powerful tool that can help with client's indecision. The Life Insurance Decision Matrix will help move the needle of insurance indecision for clients and move business into [...]
Breaking Through the Noise: The Art of Communication with Melissa Finnegan!
Melissa Finnegan, VP of Training and Development with Lincoln Financial Distributors, presents on the topic of Breaking Through the Noise: The Art of Communication. Melissa focuses on sharing with attendees how to ask for an introduction artfully, the importance [...]
Special Needs Trust for Minor and Adult Children with Disabilities with Susan Johnson-Drenth!
According to the US Census Bureau, 4.3% (over 30 million) children under 18 have a disability. There has been a .04% increase since 2018, and the largest jump is cognitive impairment. Watch as Susan Johnson-Drenth, Certified Elder Law Attorney [...]