E4IS Proprietary materials are accessible in your advisor portal! Please login and click on "E4IS Sales Concepts" to see examples! Did you know you have a special team whose sole purpose is to help you with your asset protection [...]
E4IS welcomes Star Advisor Malik Lee of Felton & Peel Wealth Management to this special BREW. In this session, Mr. Lee will share insights about his recent Kiplinger article on charitable giving. His expertise in philanthropic advising will help [...]
On this B.R.E.W., E4IS welcomes Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial. Craig will be covering some key concepts that many successful advisors are currently using to uncover sales opportunities within their existing client base [...]
Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial joins us today's B.R.E.W. to review upside growth potential with downside protection. The Lincoln OptiBlend product with be reviewed and discussed on how annuity options can help your [...]
Brad Newcomb from Global Atlantic joins the B.R.E.W. to show how insurance can be used to fund business succession plans. Small businesses account for the majority of economic activity in the USA, yet most small business owners don’t have a [...]
E4IS welcomes Jamie Orr, Life Field Annuity Director with Cincinnati Life. We'll be discussing Annuity Max Concepts and how they can benefit your client.
Stephen F. Anderson CLU ChFC CFP® PensionQuote™ Midwest Marketing Director/Advanced Insurance Designer Financial services professional with over 30 years of experience with a practice focused on financial planning, investments, estate, and business life insurance for high net worth individuals, [...]
E4IS’ Bill Anderson joins the B.R.E.W. to share ideas about how advisors can help their clients prepare for an uncertain healthcare future by performing a Long Term Care Analysis. Easy-to-use online tools can give advisors the edge in being [...]
Craig Geiger and Bob Vosko from Lincoln Financial review the SECURE Act and CARES Act. Both of these pieces of legislation have changed the financial planning landscape in critical ways for IRA and 401(k) owners. These changes create opportunities [...]
The short answer is no. But listen in with Brad Newcomb from Global Atlantic, who will clear up some of the common misunderstandings surrounding MECs, and provide examples of where they can be used to a client’s advantage. [...]
