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.
Guaranteed and Simplified Underwriting for Worksite Benefits and Executive Benefits
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, will talk about the benefits of working with a more significant number of clients with the hassle of lengthy underwriting and primary guaranteed issue solutions [...]
Capstone – Annuities
Doug Twiddy, Director of Annuities, and Phil Haug, Senior Vice President, Sales, will wrap up annuity awareness month by putting the final touches on sales successes with annuities.
Using RMD’s to Fund Your Legacy
Doug Twiddy, Director of Annuities, and Josh Meester, Regional Vice President, present on the recent success advisors have had capitalizing on higher rates and COLA riders to provide certain income in uncertain environments.
Guidance on Proper Handling of Inherited Money
More and more clients are inheriting funds as their parents or siblings pass. The rules of managing these funds change based on several factors, but we must learn how to handle this money properly. Ken Boothe, JD, CLU, ChFC, [...]
Annuities at E4 Insurance Services
Annuities can be a complex but safe money alternative compared to typical investment and retirement tools. Their primary focus can cover many needs, from guaranteed income, an array of risk-acceptable accumulation goals, wealth transfer, asset protection from LTC, inherited [...]
Symetra’s Cancer Care Compass
Brad Mills, Regional Vice President, and Mike Polonsky, AVP and Senior Actuary from Symetra, join us to discuss their first-of-its-kind rider package, which provides a unique combination of cancer care benefits and services to help your clients live longer [...]