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.
Retaining Top Talent
Corey Cox, Senior Consultant-Business Solutions from Principal, and Phil Haug, Senior VP, Sales, will discuss retaining key employees by utilizing deferred compensation and executive bonuses with Principal’s Select Reward Plan and Bonus Plan.
From Qualified to Non-Qualified Plans for Business Owners
Do you work with Business Owners looking for maximum tax deductions and/or diversified savings ideas? Don’t miss this BREW with Phil Haug, Senior VP, Sales, and Bill Anderson, Wealth Strategist, who will share real-life examples of what Business Owners [...]
Qualified Life Insurance Q&A with Security Mutual Life
Join us as we have Security Mutual Life’s Armondo Testani, Retirement Services Consultant to answer some burning questions about qualified life insurance within the industry and solutions they could offer.
Strategies with Equity-Defined Benefit Plans
David West, Partner at The Fortis Agency, has been in the financial services industry for over 10 years and specializes in helping physicians, executives, and business owners protect and grow their wealth. David will discuss his success with a [...]
Capstone-Worksite & Voluntary GI
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, are closing out July’s Focused Planning Series on worksite and voluntary guaranteed issues with a case study and ideal client discussion.
Innovative Executive Benefits – Helping your Top Talent Fund Their LTC Using Simplified Issue IUL
E4’s Vice President of Institutional Accounts, Steve Walker, and John Hancock’s Regional Vice President, Matt Fitzpatrick, discuss an innovative way business owners can help recruit and retain top talent. Offering valuable benefits to key employees is an essential thing [...]