Today's B.R.E.W., the National Association of Insurance and Financial Advisors (NAIFA) and E4 Insurance Services share that we have completed an educational partnership agreement, under which E4IS will promote membership in NAIFA to E4IS-affiliated agents and advisors and provide [...]
Brad Newcomb from Global Atlantic joins the B.R.E.W. to show how insurance can be used to fund business succession plans. Small businesses account for the majority of economic activity in the USA, yet most small business owners don’t have a [...]
E4IS welcomes Jamie Orr, Life Field Annuity Director with Cincinnati Life. We'll be discussing Annuity Max Concepts and how they can benefit your client.
E4IS welcomes Doug Bowden, Director of Advanced markets at Symetra, who discusses how to use bank lending strategies to fund the premium payments for high-net worth clients looking to place high-dollar value permanent life insurance policies into effect for [...]
Stephen F. Anderson CLU ChFC CFP® PensionQuote™ Midwest Marketing Director/Advanced Insurance Designer Financial services professional with over 30 years of experience with a practice focused on financial planning, investments, estate, and business life insurance for high net worth individuals, [...]
September is Life Insurance Awareness Month (LIAM). Join us this Wednesday for B.R.E.W. as we welcome Juli McNeely, Certified Financial Planner and was the first female president of NAIFA - National. Juli is a coach and mentor to women [...]
Richard Thoma from Securian joins E4IS to talk about how existing life insurance policies can use a split 1035 design to help the client achieve more than just a legacy objective. Holistic planning demands that we look beyond a [...]
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 [...]
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 [...]
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 [...]