Open Enrollment Employer Ideas
Steve Walker and Brady Serold from E4 Insurance Services discuss ideas for employers and executives for advisors to discuss with business owners during employee benefits open enrollment season.
Life Insurance for the Living
Learn about the benefits and solutions life insurance can provide to clients while they are still living and more importantly, how it can be part of a comprehensive plan for a client with North American’s Regional Vice President, Andrew [...]
Double Sales Espresso with Security Mutual
Jeff Hale from Security Mutual Life discusses the finer points of incorporating Whole Life insurance into a financial portfolio.
Steve Walker: Leveraging Client Opportunities
Steve Walker, Institutional VP at E4 discusses how one case with an advisor led to several opportunities by asking the right questions.
Employee Retention with Maria Ocrant and Steve Walker
Maria and Steve examine group life insurance options to provide affordable benefits for employees as a means for businesses to build employee retention.
Jon Jacobs on Boomers, Millennials, and Financial Advice
SVP of Business Development at LIBRA Insurance Partners, Jon Jacobs talks about the changes in the Boomer and Millennial generations and what impact those changes will have on the business of financial advice.
Principal Executive Benefits with Mason McKinnie
Executive benefit solutions to provide asymmetrical benefits to asymmetrical business contributors using Principal's GI group life.
Using Qualified Asses to Protect Against the LTC Risk
Mike Pinkans, RVP at E4 Insurance Services addresses retiree Long-Term Care risk and proposes a solution to use monies from IRA's, 401(k)'s and other qualified plans to fund the need.
Nationwide’s Land As Your Legacy Program
Tune in to hear Nationwide's Lisa Quist, Central Regional Vice President, and our own Steve Walker talk about the Land As Your Legacy program that Nationwide offers. Lisa and Steve will share what the program is, tips and sales [...]
Competitive Solutions with Jay Spence
Are your clients looking for SAFETY, GROWTH, and LEGACY? Jay Spence, Training Manager with National Western Life Insurance Company, discussed competitive solutions that advisors are successfully using to help clients in this turbulent economic environment. Case studies were also [...]