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 [...]
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 [...]
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 [...]
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 [...]
Disability Insurance Case Study
Brady Serold, Senior Vice President of Disability Income, and Steve Walker, Vice President of Institutional Accounts, discuss a case study on how an inquiry for individual coverage on a new executive at a manufacturing company turned into a six-life [...]
Different Deferred Compensation Strategies for Different Types of Employees
Dave Soczek returns to the BREW to discuss compensation strategies for your business owner clients. We'll review common issues and solutions. Dave works with other financial professionals throughout the country to provide solutions to many of the issues their [...]
April’s Focused Planning Series Case Study: Estate Planning
E4’s Dan Peterson and Brendon DeRouin dove into a case study discussing the Montgomery's, a high-net-worth couple in their early 50s. They reside in Minnesota and possess substantial assets, including multiple properties, investments, and a thriving business. Concerned about [...]
Protecting Against the Loss of a Key Employee – The Missing Piece
Most advisors protect the business in the event of the death of a key employee. But what if they didn’t die and became too sick or hurt and cannot return to work? Doesn’t the business have the same issues? [...]
Generating Business Market Insurance Opportunities with Buy Sell Agreements
We continue with our monthly Focused Planning Series featuring Buy-Sell Agreements. On this webcast, Mason McKinnie, Sales VP of Business Solutions with Principal Life joins us to discuss why it is important to make sure your business owners clients [...]