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.
Secure Act and Care Act Sales Opportunities
Craig Geiger and Bob Vosko from Lincoln Financial review the SECURE Act and CARES Act. Both of these pieces of legislation have changed the financial planning landscape in critical ways for IRA and 401(k) owners. These changes create opportunities [...]
Is a Modified Endowment Contract Always a Bad Thing?
The short answer is no. But listen in with Brad Newcomb from Global Atlantic, who will clear up some of the common misunderstandings surrounding MECs, and provide examples of where they can be used to a client’s advantage. [...]
Income Replacement in Retirement
Jamie Orr, from Cincinnati Life, joins the BREW to review retirement income concerns. Social Security, pensions, and personal savings are all under fire for various reasons. Placing some retirement assets into annuities with guaranteed income benefits can help alleviate [...]
Mirrored Loans
Join Jason Jafferis from Prudential who will discuss the challenges presented by clients who decide to take policy loans from existing life insurance contracts. What is a Mirrored Loan? And how can you apply this strategy to help clients [...]
Introducing Human API – a Revolution for Underwriting and Process Times
Brian Kelly from Human API talks about a revolutionary tool to help simplify life insurance underwriting and policy issuance. With the vast majority of health providers using Electronic Health Records, this new tool makes it easy to completely digitize [...]
E4IS has Ensight! See What It Can Do for You!
Chase Rudy of E4 Insurance Services joins the BREW to discuss how the Ensight tool helps advisors visually and numerically present life insurance and annuity solutions in a context of life risks and market opportunities.