On today's BREW, Doug Twiddy, E4IS Internal Case Design Specialist will be discussing the many uses of protecting your retirement plan with cash value from your life insurance policy. We have a plan to accumulate a calculated amount for [...]
Dan Mythen, E4IS Wealth Strategist will be speaking on NEW ways to present the overfunded life policy concept to Gen Xers and Millennials. Here at E4IS, we call it "TARA" (Tax Advantaged Retirement Account). E4IS has proprietary tools such [...]
Protecting the owner and their business equity needs planning. It is the number one issue owners worry about(protecting their number one asset). Additionally, owners always looking to enhance their lifestyle and push key people to act like them without [...]
The first and most basic question for any client – as far as insurance coverage is concerned – how much coverage is needed? In the next BREW, Jeremy Vidmar, E4IS Regional Vice President, will go through a couple of [...]
Are you still selling traditional, long-term fixed term insurance? "Term Laddering" is a custom sales design intended to provide families with term insurance that decreases as their financial needs goes down, just like mortgage insurance decreases with a person’s [...]
September is Life Insurance Awareness Month and it’s a great time to reflect on why life insurance needs to be part every client conversation. If you focus primarily on insurance in your practice, then you may already be doing [...]
Medicaid rules are complex and everchanging. We will review how you can help your client get ready for Medicaid. We will also discuss how to maximize the allowable income and assets for your client under the Medicaid rules- and [...]
Winning referrals from centers of influences like CPAs and attorneys can be a challenge. Zach Schnitzler works as an Insurance Specialist at a “Top 25 CPA firm” ranked by The Inside Public Accounting Report. He’ll share his tips on [...]
On today's BREW, E4IS welcomes John Dallas and Peter Spreen with Berkshire Settlements. We will be discussing how to take a maturing book of life Insurance policies and turn it into additional revenue for your practice and provide unknown [...]
Guy Allen, E4IS Regional Vice President, will be sharing best practices on building a repeatable process with FA’s on having Life Insurance as a part of their business and being a Committed Insurance Advisor (CIA). He will also be [...]
