Disability Income Part 2
Brady Serold, SVP of Disability Income and Dan Peterson, President and Managing Partner at E4 Insurance Services discuss how to have better client conversations around the DI planning risk, and how to get better quotes.
Disability Income Part 1
Brady Serold and Dan Peterson Discuss the launch of Disability Income solutions at E4; why it's important, why now, and what Disability Income Insurance is all about.
Fixed Income Alternatives with Nick Natzke
Financial Advisor, Nick Natzke from M3 Financial discusses how he uses fixed and indexed annuities in today's high interest environment.
Managing Partner Quarterly Update
Dan Peterson and Brendon DeRouin, Managing Partners at E4 Insurance Services give a quarterly business update.
Javier Allen on Long-Term Care Developments
Javier Allen from OneAmerica discusses recent developments in the Long-Term Care marketplace with emphasis on what's happening with different state initiatives and potential solutions to a thorny challenge.
Doug Twiddy Demos Annuity Rate Watch
E4's Director of Annuities provides a demonstration of how to search, sort, and filter MYGA offerings as well as how to run a lifetime income quote using Fixed and Indexed annuities.
John Rafferty on Multipurpose Fixed Income
John Rafferty from Rafferty Annuity Framing discusses how Fixed Indexed Annuities (FIA) can offer both protected growth and lifetime income above and beyond traditional fixed income portfolios.
Employee Retention with Maria Ocrant and Steve Walker
Maria and Steve examine group life insurance options to provide affordable benefits for employees as a means for businesses to build employee retention.
Geoff Murtha on Asset Diversification Using Whole Life Insurance
Geoff Murtha discusses how whole life policies can be an excellent tool for portfolio diversification for clients approaching retirement.
Jennifer White on State Long-Term Care Initiatives
Jennifer White from John Hancock discusses recent developments in state initiatives for Long-Term Care and potential impact on clients seeking coverage.