Ryan Patton on Business Succession Planning
Ryan Patton from Lincoln Financial discusses business succession planning with E4's Mike Pinkans in light of the recent Connelly v. US Department of Treasury decision.
Jon Jacobs on Boomers, Millennials, and Financial Advice
SVP of Business Development at LIBRA Insurance Partners, Jon Jacobs talks about the changes in the Boomer and Millennial generations and what impact those changes will have on the business of financial advice.
Principal Executive Benefits with Mason McKinnie
Executive benefit solutions to provide asymmetrical benefits to asymmetrical business contributors using Principal's GI group life.
Tiffany Markarian on Centers of Influence
Founder and Director, Tiffany Markarian of Advantus Marketing discusses the power of centers of influence (COI's) in building a financial practice.
Using Qualified Asses to Protect Against the LTC Risk
Mike Pinkans, RVP at E4 Insurance Services addresses retiree Long-Term Care risk and proposes a solution to use monies from IRA's, 401(k)'s and other qualified plans to fund the need.
Worksite Group Life with Steve Walker and Bob Proudfoot
Steve Walker (E4IS) and Bob Proudfoot (North Risk Partners) discuss opportunities with business owners to use Worksite group life insurance from Cincinnati Life.
Managing Partner Update with Dan Peterson and Brendon DeRouin
Brendon DeRouin and Dan Peterson, Managing Partners at E4 Insurance Services give a state of the life insurance industry and discuss E4IS year-to-date and future happenings.
Non-Qualified Defined Benefit Plans
When a company is looking for key executives to grow the company to the next level, they often look to recruit junior executives from larger companies. In many instances, these employees are drawn to the opportunity of leading a [...]
Understanding Fixed Indexed Annuities with Nationwide
Fixed Indexed Annuities and their allocation options have become overly cumbersome. Understanding and explaining to your client how a 300% participation works, or what these new indices are, can seem impossible. Dayna Parks, Director of Fixed Annuity Product Development [...]
The Private Placement Life Insurance Market
E4 Insurance Services welcomed Prudential’s Individual Life Insurance division Regional Vice President, Daniel Davies! Daniel shared with attendees on the topic of the Private Placement Life Insurance Market (PPLI). Discussions included: - An overview of the PPLI market - [...]