2024 Kickoff with Dan and Brendon
Join Dan and Brendon as they do a recap of 2023 and a look ahead of 2024 plans.
Join Dan and Brendon as they do a recap of 2023 and a look ahead of 2024 plans.
Pam Sheehan, Publisher & Editor of Aspire Magazine for financial professionals discusses her publication's launch and meteoric rise in 2023 as well as plans for the year ahead.
Jon Thomas from Amada Senior Care joins E4 for a discussion on the realities of home care: the costs & the challenges your client may face. Most seniors want to age in place and live out their remaining years [...]
On this BREW, Steve Walker asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add [...]
Dave Soczek is a recurring BREW guest and works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as: recruiting, rewarding and retaining key employees; correcting deficiencies in [...]
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.
E4 welcomes Chris Gandy, representing NAIFA and discussing his distinguished career. Chris will share pointers on how to have the mindset of the 1% and STAY in the mindset of the 1%. Daily routines, staying mentally strong, and more. [...]
Listen in with Dan and Brendon as they review current industry trends, review E4’s YTD growth, and our continued focus on providing a consistent, positive experience for advisors.
Brady Serold, SVP of Disability Income and Dan Peterson, President and Managing Partner at E4 Insurance Services discuss how to have better client conversations around the DI planning risk, and how to get better quotes.
Dan Peterson and Brendon DeRouin, Managing Partners at E4 Insurance Services give a quarterly business update.