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.
Maximizing IRA Dollars
Do you have clients that don’t need all of their IRA? Is there a portion/percentage of their IRA(s) they want to leave to Children or Grandchildren? Do you have clients that are doing Roth Conversions but probably won’t spend [...]
Socialeads
On today's BREW, E4IS welcomes Larry Hitchcock with Socialeads. Socialeads is an Artificial Intelligence (AI) Lead Generation Engine that uses Natural Language Processing (NLP) applied against one's own Social Networks (LinkedIn, Twitter, etc.) to identify Real Life Events such [...]
Ensight: A Closer Look at E4IS Illustration Tools
E4IS always wants to provide our advisors the best tech, and right now some of the hottest tech we use is Ensight. Ensight has partnered with insurance carriers and national distributors to provide next-generation sales and data acceleration platforms [...]
Income Distribution; A Very Special Case Indeed
On this BREW, E4IS's very own Brendon DeRouin will walk us through multiple methods for distributing assets in retirement. This is a very special case indeed - we'll dive into his own mother's income plan and some of the [...]
Fixed Index Annuities: Cap through Term
On this edition of the BREW, we are happy to welcome Brigette Ochs, Relationship Manager with Great American Insurance Group. The SECURE Act changed the way clients can inherit tax qualified assets. Through the use of annuity enhanced death [...]
E4IS’s Exclusive Long Term Care Analysis with Shane Van Patten
Insurance illustrations are important (and required), but illustrations are often 20+ pages long, are confusing to the client and provide no context on how the insurance fits within the client’s overall financial plan. At E4 Insurance Services (E4IS), we [...]