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. [...]
Jamie Orr, from Cincinnati Life, joins the BREW to review retirement income concerns. Social Security, pensions, and personal savings are all under fire for various reasons. Placing some retirement assets into annuities with guaranteed income benefits can help alleviate [...]
Join Jason Jafferis from Prudential who will discuss the challenges presented by clients who decide to take policy loans from existing life insurance contracts. What is a Mirrored Loan? And how can you apply this strategy to help clients [...]
Join Andrew Herrera from North American who presents the new Smart Builder IUL product, a unique solution that provides a combination of growth opportunity, legacy planning, and access to cash for people who have “lazy assets”. [...]
Join Patrick Robertson from American General, who will provide a top-level overview of AIG’s insurance suite as well as give some ideas of how to best position these products with your clients.
Join Jamie Orr from Cincinnati Life who will discuss this company’s annuity products, keep you up-to-date on recent changes, as well as share positioning ideas for your clients.
The Covid-19 global pandemic has affected most aspects of the global economy and insurance is no different. Understand how the industry is coping and dealing with life insurance underwriting in a time of social distancing.
E4IS's own Shane Van Pattern, Regional Vice President will host today's B.R.E.W. We'll discuss how to create a Long-Term Care plan and why clients should consider using insurance to fund their plan.