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.
Underwriting with North American
Chris Regione, Chief Underwriter with North American will be joining BREW and discussing why certain things should be included when submitting a case. This will be a great opportunity to learn about and discuss key points regarding the underwriting [...]
Non-Qualified Annuity Max with Bill Anderson
Do you have clients that have old Non-Qualified Annuities? Maybe they are old VA’s purchased for income guarantees? Maybe they started as an alternative to savings to get better returns and tax-deferred growth? Maybe they became a CD alternative [...]
Northstar Funding Partners NEW I.R.A.
The Insured Retirement Advantage® redefines the application and potential benefits of life insurance premium finance. Customarily the financing of premiums has been reserved for higher net worth borrowers – who have the asset base, income and risk tolerance to [...]
Washington State LTC and CareMatters
Last year, all eyes were on Washington state as they passed the Long-Term Care Trust Act (also referred to as the Long-Term Services and Supports Act or the WA Cares Fund). This Act, the first-of-its-kind law Last year, all [...]
Estate Planning Perils and Pitfalls – Part 2
Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]
Estate Planning Perils and Pitfalls – Part 1
As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]