What NAIFA Does for Advisors
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 [...]
The 4 Marketing Strategies all Financial Advisors Should be Doing Right Now
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 [...]
Industry Overview with Bill Shelow
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.
Advisor Spotlight with Chris Henderson, Managing Director and Partner of M3 Financial
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 [...]
Advisor Spotlight with Steve Walker, VP and Senior Insurance Consultant with Gate City Insurance Agency
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 [...]
Cylinders of Money and LIRP/Super-Roth’s
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 [...]
Publication 590-B with Linas Sudzius
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 [...]
Maximizing IRA Dollars
Do you have clients that don’t need all of their IRA? Is there a portion/percentage of their IRA(s) they want to leave to Children or Grandchildren? Do you have clients that are doing Roth Conversions but probably won’t spend [...]
Ensight: A Closer Look at E4IS Illustration Tools
E4IS always wants to provide our advisors the best tech, and right now some of the hottest tech we use is Ensight. Ensight has partnered with insurance carriers and national distributors to provide next-generation sales and data acceleration platforms [...]
Income Distribution; A Very Special Case Indeed
On this BREW, E4IS's very own Brendon DeRouin will walk us through multiple methods for distributing assets in retirement. This is a very special case indeed - we'll dive into his own mother's income plan and some of the [...]