On this BREW, E4IS's very own Brendon DeRouin will walk us through multiple methods for distributing assets in retirement. This is a very special case indeed - we'll dive into his own mother's income plan and some of the [...]
Insurance illustrations are important (and required), but illustrations are often 20+ pages long, are confusing to the client and provide no context on how the insurance fits within the client’s overall financial plan. At E4 Insurance Services (E4IS), we [...]
John Florance, E4IS Senior Vice President of Annuities, leads us through the conversation on helping clients who are experiencing life transitions. Divorce is prevalent in America. Financial professionals will very likely encounter divorcing couples. Do you know what your [...]
2021 is right around the corner. Is your business plan ready? Success in the coming year is all about understanding and facilitating your motivation - what gets you out of bed in the morning? If you can establish a [...]
On this B.R.E.W., E4IS welcomes Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial. Craig will be covering some key concepts that many successful advisors are currently using to uncover sales opportunities within their existing client base [...]
On today's B.R.E.W., E4IS welcomes Matthew Pletzer, founder and CEO of LIFT Consulting a boutique business consulting and training organization focused on elevating people, processes and products. Matthew is a highly sought after national speaker who is passionate about [...]
E4IS welcomes Richard Thoma, Sales Manager with Securian. Richard will share how Chronic Illness impacts millions families across America every single year and discussing strategies you can use with clients of all ages to help pay for chronic illness [...]
Life transitions account for 70% of money in motion and puts on average $12 million of assets at risk in every advisor’s book every year. Grief is the transition from an old normal to a new normal. This BREW [...]
E4IS welcomes Patrick Robertson, Regional Vice President with AIG. We'll be discussing the opportunities that AIG is offering with the new VUL and the conversion process on CI Rider Plus.
Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial joins us today's B.R.E.W. to review upside growth potential with downside protection. The Lincoln OptiBlend product with be reviewed and discussed on how annuity options can help your [...]
