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 [...]
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, [...]
