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 [...]
Americans oftentimes have no idea that they have access to a financial advisor and that you don’t need a lot of money to get financial advice. Too many people just don’t know that they deserve an advisor and we [...]
E4IS welcomes special guest Tiffany Markarian, Managing Director and Founder of Advantus Marketing. Tiffany is a well-respected speaker who is highly sought after for her guidance and marketing concepts. As a valued partner and friend to us at E4 [...]
On this BREW, E4IS will sit down with Bill Shelow, President & CEO of LIBRA Insurance Partners to discuss the industry, product access, LIBRA and more.
On this BREW, E4IS welcomes Chris Henderson joins us to discuss his journey in life insurance. Not only is Chris one of the top advisors in the industry, he has claimed our coveted “Advisor of the Year” award the [...]
On the next BREW, Steve Walker will join us to discuss how his days as a NDSU quarterback helped him in his financial services success. We'll review ways to leave a lasting impact with your clients and tools he [...]
Do you have high income clients looking for other places to save money? Have those clients heard of or asked you about a “LIRP” (life insurance retirement plan)? Have those clients heard of asked you about a “Super-Roth”? This [...]
Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical nonspouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for [...]
