Vive – a Live Demo with E4IS
On this week's BREW, E4IS will walk you through a live demo of Vive - the industry's fastest way to write term life insurance! E4IS strives to provide the best tools for advisors, and was selected to be one [...]
Advisor Spotlight with Chris Henderson, Managing Director and Partner of M3 Financial
On this BREW, E4IS welcomes Chris Henderson joins us to discuss his journey in life insurance. Not only is Chris one of the top advisors in the industry, he has claimed our coveted “Advisor of the Year” award the [...]
Advisor Spotlight with Steve Walker, VP and Senior Insurance Consultant with Gate City Insurance Agency
On the next BREW, Steve Walker will join us to discuss how his days as a NDSU quarterback helped him in his financial services success. We'll review ways to leave a lasting impact with your clients and tools he [...]
7702 and the Impact on Symetra’s IUL Suite
On this BREW, E4IS welcomes Brad Mills, RVP with Symetra. We’ll be discussing 7702 and how it impacts the current life insurance marketplace. Symetra was the first carrier to implement these changes. We’ll also be discussing the impact on [...]
Cylinders of Money and LIRP/Super-Roth’s
Do you have high income clients looking for other places to save money? Have those clients heard of or asked you about a “LIRP” (life insurance retirement plan)? Have those clients heard of asked you about a “Super-Roth”? This [...]
Regulatory Update and Life Insurance Opportunities for 2021
E4IS welcomes Andrew Herrera, RVP with North American as part of our Product Updates and Solutions series. We'll be reviewing the recent 7702 changed related to life insurance, and highlighting planning opportunities that exist in the current environment. First [...]
Publication 590-B with Linas Sudzius
Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical nonspouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for [...]
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 [...]