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.
Advisor Spotlight with Chris Henderson, Managing Director and Partner of M3 Financial
On this BREW, E4IS welcomes Chris Henderson joins us to discuss his journey in life insurance. Not only is Chris one of the top advisors in the industry, he has claimed our coveted “Advisor of the Year” award the [...]
Advisor Spotlight with Steve Walker, VP and Senior Insurance Consultant with Gate City Insurance Agency
On the next BREW, Steve Walker will join us to discuss how his days as a NDSU quarterback helped him in his financial services success. We'll review ways to leave a lasting impact with your clients and tools he [...]
7702 and the Impact on Symetra’s IUL Suite
On this BREW, E4IS welcomes Brad Mills, RVP with Symetra. We’ll be discussing 7702 and how it impacts the current life insurance marketplace. Symetra was the first carrier to implement these changes. We’ll also be discussing the impact on [...]
Cylinders of Money and LIRP/Super-Roth’s
Do you have high income clients looking for other places to save money? Have those clients heard of or asked you about a “LIRP” (life insurance retirement plan)? Have those clients heard of asked you about a “Super-Roth”? This [...]
Regulatory Update and Life Insurance Opportunities for 2021
E4IS welcomes Andrew Herrera, RVP with North American as part of our Product Updates and Solutions series. We'll be reviewing the recent 7702 changed related to life insurance, and highlighting planning opportunities that exist in the current environment. First [...]
Publication 590-B with Linas Sudzius
Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical nonspouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for [...]