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.
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 [...]
Are You Using Firelight?
The annuity industry and the business submittal process has become overly complex over the last few years. E4IS is here to simplify your life with a central location to easily submit business In Good Order with Firelight. Do you [...]
Irrevocable Life Insurance Trusts (ILIT) – The Benefits and Opportunities
E4 Insurance Service's very own, Steve Walker, Vice President of Institutional Accounts, discusses the benefits and opportunities of Irrevocable Life Insurance Trusts (ILIT). An Irrevocable Life Insurance Trust (ILIT) is a type of trust that can be used to [...]
Fixed Index Annuities: Cap through Term
On this edition of the BREW, we are happy to welcome Brigette Ochs, Relationship Manager with Great American Insurance Group. The SECURE Act changed the way clients can inherit tax qualified assets. Through the use of annuity enhanced death [...]