E4 Insurance Service's very own Jeremy Vidmar, Regional Vice President, discusses a powerful tool that can help with client's indecision. The Life Insurance Decision Matrix will help move the needle of insurance indecision for clients and move business into [...]
E4 Insurance Service's very own, Bill Anderson, as he will show you how best to position life insurance retirement plans in a client meeting – and how to get your clients to grasp the concept and say yes in [...]
2022 continues to be a year of extraordinary change for the US life and annuity industry. Jon will share his thoughts regarding some of the major trends in underlying demand, the relationship with the wealth management industry, the potential [...]
E4 Insurance Service's very own, Steve Walker, Vice President of Institutional Accounts, discusses the benefits and opportunities of Irrevocable Life Insurance Trusts (ILIT). An Irrevocable Life Insurance Trust (ILIT) is a type of trust that can be used to [...]
Dan Peterson and Brendon DeRouin, Managing Partners of E4 Insurance Services, will lead today's BREWcast to discuss a recap of the biggest takeaways from our annual BBT (Building Business Together) meeting, other upcoming events, industry current events, and quarterly [...]
Tiffany Markarian, Director and Founder of Advantus Marketing, is an award-winning marketing strategist and keynote speaker, who will be making her third appearance on BREW. Tiffany has been a long-time friend of E4's and we have highly valued her [...]
“I am not going to retire this year.” Have you heard that from a client due to the recent market pullback? Watch this BREW to see a solution for that client! We will share this personalized approach which will [...]
E4IS's very own Jeremy Vidmar, Regional Vice President, shares what he calls "Stories From the Field". “We want Thanksgiving and Christmas to happen after we are gone, and it would be nice if they all talk” are statements often [...]
Retirement planners face two important challenges that confront their clients as they move into and through retirement: 1) built-up deferred gains in non-qualified annuities that are likely going to become a tax bomb for their beneficiaries, and 2) the [...]
Many clients have earmarked their company stock for their heirs. Some have an emotional attachment to their stock and are hesitant to diversify out of it. Watch this BREWcast with Dan Mythen, E4IS Wealth Protection Strategist, as he introduces [...]
