We wrapped up our April Focused Planning Series on Estate Planning with Attorney Eric Christoffersen, who shared his expertise. He discussed the importance of having a game plan for your clients’ Estate Planning in a game where the rules [...]
E4’s Dan Peterson and Brendon DeRouin dove into a case study discussing the Montgomery's, a high-net-worth couple in their early 50s. They reside in Minnesota and possess substantial assets, including multiple properties, investments, and a thriving business. Concerned about [...]
Brett Berg, Vice President, Advanced Marketing at Prudential and an attorney, is joining us to discuss Estate Planning in the Current Environment. Based on the anticipated change to the exemption amount, it may seem obvious that clients should make [...]
On this BREW, Steve Walker asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add [...]
According to the US Census Bureau, 4.3% (over 30 million) children under 18 have a disability. There has been a .04% increase since 2018, and the largest jump is cognitive impairment. Watch as Susan Johnson-Drenth, Certified Elder Law Attorney [...]
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 [...]
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 [...]
Are you working with any UHNWIs? Ultra-High Net Worth Individuals frequently face unique estate and tax challenges not experienced by most of your clients. On the next episode of the BREW, hear from Daniel Davies with Prudential who will [...]
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 [...]
Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]
