Navigating the Silver Tsunami
Join Greg Mantz, Regional Sales Director for OneAmerica, to discuss long-term care. He will touch on aging demographics, industry trends, stats, solutions, and why an LTC plan is so important.
Need, Want, Concern
As your clients get closer and closer to retirement, the conversation changes from accumulation to Needs, Wants, and Concerns when they say “good-bye” to the 8-5. In this week's BREW, Jeremy Vidmar, FIC, CLTC, E4 Regional Vice President, will [...]
Integrating Long-Term Care (LTC) Planning Into Your Practice
Shane Van Patten, CLTC, E4’s Regional Vice President, discussed how to implement best practices for integrating Long-Term Care planning into your process and having an engaging conversation with your clients about it.
Nationwide Tools and Resources for Business Succession and Planning
Nationwide is joining us for an overview of business planning tools and how to use them with your business owner customers. Blake Price, Financial Planner with the Legacy Planning Team from Nationwide will give an overview of our most [...]
Planning for the Future of Your Business
Corey Cox, Senior Consultant-Business Solutions for Principal, is joining us again for the BREW to discuss the importance of knowing your business's value. He will address business succession planning, protecting your business, and making sure you take care of [...]
Selling a Financial Advisory Practice
Tiffany Markarian, Managing Director for Advantus Marketing, will explore the complexities of selling a financial advisory practice. Whether you're thinking about transitioning out of the business or are actively preparing for a sale, this BREWcast is designed to help [...]
What Role Does Private Equity Have in Business Succession Planning?
Rod Crandall, Regional Vice President, reviews the role of Private Equity (PE) in business succession planning, drawing from experience sourcing companies for PE purchases. He will also discuss the increasing consolidation across industries and the rising competition for [...]
Valuations that Drive Growth: An Advisor’s Guide to Client Success
Tune in to hear about North American’s new partnership with a leading valuation company that will provide a business valuation solution with Andrew Herrera, Regional Vice President with North American. This platform can help your business owner clients plan [...]
Mistakes Have Consequences, Don’t Let it Happen to You
Ignoring policy review can have MAJOR impacts on many families, not just one. Josh Meester, E4 Regional Vice President, will discuss a true-life event that impacted one of our own. He will discuss a personal story to remind us [...]
Life Insurance Awareness Month with E4
Phil Haug, Senior VP, Sales for E4, dives deeper into Life Insurance Awareness Month and how we at E4 Insurance Services can help you and your clients find the best solutions and get the proper protection. [...]