Real Life Stories
In honor of Life Insurance Awareness Month, we are going to discuss how stories sell! Listen to your key partners at E4 Insurance Services discuss how life insurance has impacted the people near and dear to them. [...]
It’s About Answers, Not Insurance!
Changing our habits and behavior can be very hard and requires commitment and intentionality. It also requires stepping outside our comfort zone to do the right thing and ensure our clients’ well-being. Join Rod Crandall, Regional Vice President for [...]
Retaining Top Talent
Corey Cox, Senior Consultant-Business Solutions from Principal, and Phil Haug, Senior VP, Sales, will discuss retaining key employees by utilizing deferred compensation and executive bonuses with Principal’s Select Reward Plan and Bonus Plan.
From Qualified to Non-Qualified Plans for Business Owners
Do you work with Business Owners looking for maximum tax deductions and/or diversified savings ideas? Don’t miss this BREW with Phil Haug, Senior VP, Sales, and Bill Anderson, Wealth Strategist, who will share real-life examples of what Business Owners [...]
Qualified Life Insurance Q&A with Security Mutual Life
Join us as we have Security Mutual Life’s Armondo Testani, Retirement Services Consultant to answer some burning questions about qualified life insurance within the industry and solutions they could offer.
Strategies with Equity-Defined Benefit Plans
David West, Partner at The Fortis Agency, has been in the financial services industry for over 10 years and specializes in helping physicians, executives, and business owners protect and grow their wealth. David will discuss his success with a [...]
Capstone-Worksite & Voluntary GI
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, are closing out July’s Focused Planning Series on worksite and voluntary guaranteed issues with a case study and ideal client discussion.
Innovative Executive Benefits – Helping your Top Talent Fund Their LTC Using Simplified Issue IUL
E4’s Vice President of Institutional Accounts, Steve Walker, and John Hancock’s Regional Vice President, Matt Fitzpatrick, discuss an innovative way business owners can help recruit and retain top talent. Offering valuable benefits to key employees is an essential thing [...]
Guaranteed and Simplified Underwriting for Worksite Benefits and Executive Benefits
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, will talk about the benefits of working with a more significant number of clients with the hassle of lengthy underwriting and primary guaranteed issue solutions [...]
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.