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.
Backstopping Sequence of Returns Risk Using Life Insurance
E4IS welcomes Matt Fitzpatrick, CFP®, CLU®, ChFC® to review how to use life insurance to de-risk clients’ retirement. One of the most significant risks in retirement is having clients run out of money due to market declines during portfolio [...]
Five Reasons for a 1035
Ron Grundhauser joins the B.R.E.W. to discuss why clients may wish to take advantage of IRC §1035 tax-free exchanges of life insurance. Updated policy features such as growth, LTC benefits, simplified underwriting, and money-back options make 1035 exchanges attractive [...]
What About Bob? (Benefits of Blending)
KC Lane, Sales Vice President at North American Company for Life Insurance talks about the benefits of blending index strategies in IUL life insurance policies. Most advisors and clients put 100% of their premium into their most familiar index [...]
E4IS Exclusive Long Term Care Analysis with Bill Anderson
E4IS’ Bill Anderson joins the B.R.E.W. to share ideas about how advisors can help their clients prepare for an uncertain healthcare future by performing a Long Term Care Analysis. Easy-to-use online tools can give advisors the edge in being [...]
Benefits of Life Insurance as Supplemental Retirement Income
Patrick Robertson, Jr. from AIG joins the B.R.E.W. to show how permanent life insurance can be used to provide additional tax-free income for retirees. He gives tips on how to present this strategy to clients, understanding the costs, and [...]
Long-Term Care and Chronic Illness Sales with IUL’s
Join Dave Weber from Mutual of Omaha who discusses the use of low cost, guaranteed Indexed Universal Life products that carry built-in chronic and critical illness riders. LTC needs will be a reality for the majority to today’s 65 [...]