Managing Partner Update with Dan Peterson and Brendon DeRouin
Brendon DeRouin and Dan Peterson, Managing Partners at E4 Insurance Services give a state of the life insurance industry and discuss E4IS year-to-date and future happenings.
Q2 “Huddle Up” with Dan and Brendon
Dan Peterson and Brendon DeRouin, Managing Partners of E4 Insurance Services, will lead today's BREWcast to discuss a recap of the biggest takeaways from our annual BBT (Building Business Together) meeting, other upcoming events, industry current events, and quarterly [...]
2021-Q1 2022 Discussions with Dan and Brendon
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 [...]
Maximize Your Client’s Philanthropic Planned Giving
E4IS welcomes Star Advisor Malik Lee of Felton & Peel Wealth Management to this special BREW. In this session, Mr. Lee will share insights about his recent Kiplinger article on charitable giving. His expertise in philanthropic advising will help [...]
No BREW – See you next year!
All of us at E4 Insurance Services wish you a safe and Happy New Year!
No BREW – Merry Christmas!
Merry Christmas from the E4 Insurance Services family!
The 1-Page Intentional Business Plan
2021 is right around the corner. Is your business plan ready? Success in the coming year is all about understanding and facilitating your motivation - what gets you out of bed in the morning? If you can establish a [...]
E4IS Exclusive Long Term Care Analysis with Bill Anderson
E4IS’ Bill Anderson joins the B.R.E.W. to share ideas about how advisors can help their clients prepare for an uncertain healthcare future by performing a Long Term Care Analysis. Easy-to-use online tools can give advisors the edge in being [...]