Dan Peterson and Brady Serold are back on the BREW with our second installment of our Focused Planning Series. In February, we're focused on the importance of Buy-Sell Agreements for your business owner clients. This case study will review [...]
Wrapping up January's Focused Planning Series with Business Valuations, Stephen Alloy from Mutual of Omaha joins the BREW today to share a case study. The Business Valuation services offered through MOO can set up a producer for sales of [...]
Our top advisors in 2023 that had the most significant cases focused on business clients. We're here to equip you with the sales strategy, marketing firepower, and market insights you need to crush your business goals. This weeks BREW [...]
LTC expert Shane Van Patten discusses E4's proprietary LTC analysis tool and how to use it while helping clients to develop a personal long-term care plan.
Steve Walker, Institutional VP at E4 discusses how one case with an advisor led to several opportunities by asking the right questions.
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.
E4 Insurance Services welcomed, Abacus Life's Director of Sales, Stuart Little, as he discussed the massive benefits of offering life settlements to your client base. Abacus has paid hundreds of millions of dollars to policyholders and insurance agents in [...]
Dale Humphrey, President at Northstar Funding Partners, joins the BREW for a two-part special BREWcast to discuss the current and anticipated industry conditions, as well as reviewing case studies and transaction management!
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance [...]
Special 30-minute BREW with Harlan Accola from Fairway Mortgages as he discusses retirement planning with the Home Equity Conversion Mortgage! Harlan shares valuable and trustworthy information on the consideration of home equity and reverse mortgages as part of any [...]
