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.
IRA Max Opportunities Based on Secure Act Legislation
Jason Jafferis from Prudential joins the B.R.E.W. to discuss important changes brought on by the SECURE Act. One of the most impactful changes is the loss of the IRA “stretch” provision, which was used by many clients to provide [...]
Navigating Life Insurance Funding Strategies with Premium Finance
E4IS welcomes Doug Bowden, Director of Advanced markets at Symetra, who discusses how to use bank lending strategies to fund the premium payments for high-net worth clients looking to place high-dollar value permanent life insurance policies into effect for [...]
Cash Balance Plans
Stephen F. Anderson CLU ChFC CFP® PensionQuote™ Midwest Marketing Director/Advanced Insurance Designer Financial services professional with over 30 years of experience with a practice focused on financial planning, investments, estate, and business life insurance for high net worth individuals, [...]
CLTC-LTC Certification with Bill Comfort
E4IS welcomes Bill Comfort from Comfort Long Term Care. Bill is one of the leading long-term care insurance specialists in the country. He started his insurance career in 1991 and has specialized in LTC insurance for the past 20 [...]
Life Insurance Awareness Month with Juli McNeely
September is Life Insurance Awareness Month (LIAM). Join us this Wednesday for B.R.E.W. as we welcome Juli McNeely, Certified Financial Planner and was the first female president of NAIFA - National. Juli is a coach and mentor to women [...]
Split 1035 Case Design with Securian Financial
Richard Thoma from Securian joins E4IS to talk about how existing life insurance policies can use a split 1035 design to help the client achieve more than just a legacy objective. Holistic planning demands that we look beyond a [...]