Long-Term Care Analysis
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: Leveraging Client Opportunities
Steve Walker, Institutional VP at E4 discusses how one case with an advisor led to several opportunities by asking the right questions.
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.
Earn Revenue on Unwanted Policies Through Life Settlements
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 [...]
Financed Life Insurance & Higher Interest Rates – Does it Still Work? PART 1
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!
Integrating LTC Insurance Into Your Practice
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 [...]
Retirement Planning with the Home Equity Conversion Mortgage with Harlan Accola!
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 [...]
Upcoming Enhancements to Symetra Swift Term
Daneyelle Schneider with Symetra shares a sneak peek of upcoming enhancements to Symetra's SwiftTerm! Hear some real success stories with ideas of how SwiftTerm can help make your business more efficient.
1035 Exchanges and Mirrored Loans
Jason Jafferis, Regional VP at Prudential, discusses the potential issues that may be uncovered within a life insurance policy review on heavily loaned policies that are at risk of lapsing. Jason will also review a mirrored loan strategy and [...]
Live Better, Leave More
“I am not going to retire this year.” Have you heard that from a client due to the recent market pullback? Watch this BREW to see a solution for that client! We will share this personalized approach which will [...]