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, [...]
Do you have clients that have old Non-Qualified Annuities? Maybe they are old VA’s purchased for income guarantees? Maybe they started as an alternative to savings to get better returns and tax-deferred growth? Maybe they became a CD alternative [...]
Social Security benefits are complicated, and one of the biggest areas of confusion is around Social Security Disability Insurance (SSDI). If your clients are counting on SSDI to protect their family, they may need to think again. In 2021, [...]
Watch this BREW to see how E4 Insurance Services can provide you with a customized presentation for your clients with a pension. We will help you explain the pros and cons of our exclusive Pension Max Strategy with respect [...]
Join E4IS as we usher in the new year with our first BREW of 2022! Dan Peterson, E4IS President and Managing Partner and Brendon DeRouin DeRouin, Chief Distribution Officer and Managing Partner will start off 2022 with the first [...]
Fixed Indexed Annuities (FIA) have been growing in popularity as both a protected growth tool, and a lifetime income tool. As more insurers add Enhanced Death Benefit options to their FIA offerings, a growing number of advisers are starting [...]
Do you have client’s that are concerned about extended care planning? Have they been putting off having a discussion with you about how best to pay for their care? On the next BREW, we are going to focus on [...]
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into [...]
