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 [...]
Catch up with Dan and Brendon on this special quarterly BREWcast! Dan Peterson and Bredon DeRouin, Managing Partners at E4 Insurance Services, will have an impromptu conversation about the state of the insurance industry as the U.S. continues to [...]
Dan Peterson, President of E4 Insurance Services will have a conversation with Star Advisor, Zach Schnitzler. They’ll be sharing a specific estate planning case they worked for one of Zach's Ultra-High Net Worth clients. As Congress continues to implement [...]
Join E4IS to see how we compare the top FIA strategies to determine which options are the strongest. Using real and hypothetical back-tested data, we carefully analyze current caps against pars and spreads. With so many recent rate changes, [...]
