Even before the COVID pandemic and the so-called “great resignation”, many organizations faced a struggle to keep mission critical employees from leaving for greener pastures. Today the situation is worse as current economic conditions have created the perfect job-seeker’s [...]
Dan Peterson, President of E4 Insurance Services will have a conversation with Star Advisor, Zach Schnitzler. They’ll be sharing a specific estate planning case they worked for one of Zach's Ultra-High Net Worth clients. As Congress continues to implement [...]
Chris Regione, Chief Underwriter with North American will be joining BREW and discussing why certain things should be included when submitting a case. This will be a great opportunity to learn about and discuss key points regarding the underwriting [...]
The Insured Retirement Advantage® redefines the application and potential benefits of life insurance premium finance. Customarily the financing of premiums has been reserved for higher net worth borrowers – who have the asset base, income and risk tolerance to [...]
Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]
As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]
Fixed Indexed Annuities (FIA) have been growing in popularity as both a protected growth tool, and a lifetime income tool. As more insurers add Enhanced Death Benefit options to their FIA offerings, a growing number of advisers are starting [...]
On this BREW, E4IS's very own Brendon DeRouin will walk us through multiple methods for distributing assets in retirement. This is a very special case indeed - we'll dive into his own mother's income plan and some of the [...]
Insurance illustrations are important (and required), but illustrations are often 20+ pages long, are confusing to the client and provide no context on how the insurance fits within the client’s overall financial plan. At E4 Insurance Services (E4IS), we [...]
Tax season is here, so now is a great time to talk to your clients about strategic tax planning for 2021. On today's BREW, Bob will be sharing how to help your clients feel more in control and confident [...]
