Catch up with Dan and Brendon on this special quarterly BREWcast! Dan Peterson and Bredon DeRouin, Managing Partners at E4 Insurance Services, will have an impromptu conversation about the state of the insurance industry as the U.S. continues to [...]
Even before the COVID pandemic and the so-called “great resignation”, many organizations faced a struggle to keep mission critical employees from leaving for greener pastures. Today the situation is worse as current economic conditions have created the perfect job-seeker’s [...]
Dan Peterson, President of E4 Insurance Services will have a conversation with Star Advisor, Zach Schnitzler. They’ll be sharing a specific estate planning case they worked for one of Zach's Ultra-High Net Worth clients. As Congress continues to implement [...]
Imagine this: You’ve got the meeting on your calendar and want to make a good impression. Preparation, setting expectations, and stating clear objectives are essential steps to conducting a successful meeting (whether you’re meeting with a client, team member, [...]
Join E4IS to see how we compare the top FIA strategies to determine which options are the strongest. Using real and hypothetical back-tested data, we carefully analyze current caps against pars and spreads. With so many recent rate changes, [...]
More and more of your customers are demanding Life Insurance products that include Long Term Care protection. What if they cannot health qualify for a Long Term Care rider? Mutual of Omaha offers a unique IUL product that ALWAYS [...]
E4IS welcomes back Linas Sudzius, President - Advanced Underwriting Consultants. We so appreciate the insights and advanced markets support that Linas provides! Always informative, Always insightful! Be sure to listen in to learn: The federal government has implemented deadlines [...]
Chris Regione, Chief Underwriter with North American will be joining BREW and discussing why certain things should be included when submitting a case. This will be a great opportunity to learn about and discuss key points regarding the underwriting [...]
The Insured Retirement Advantage® redefines the application and potential benefits of life insurance premium finance. Customarily the financing of premiums has been reserved for higher net worth borrowers – who have the asset base, income and risk tolerance to [...]
Last year, all eyes were on Washington state as they passed the Long-Term Care Trust Act (also referred to as the Long-Term Services and Supports Act or the WA Cares Fund). This Act, the first-of-its-kind law Last year, all [...]
