Upcoming Enhancements to Symetra Swift Term
Daneyelle Schneider with Symetra shares a sneak peek of upcoming enhancements to Symetra's SwiftTerm! Hear some real success stories with ideas of how SwiftTerm can help make your business more efficient.
Underwriting with North American
Chris Regione, Chief Underwriter with North American will be joining BREW and discussing why certain things should be included when submitting a case. This will be a great opportunity to learn about and discuss key points regarding the underwriting [...]
Washington State LTC and CareMatters
Last year, all eyes were on Washington state as they passed the Long-Term Care Trust Act (also referred to as the Long-Term Services and Supports Act or the WA Cares Fund). This Act, the first-of-its-kind law Last year, all [...]
Social Security Disability Insurance
Social Security benefits are complicated, and one of the biggest areas of confusion is around Social Security Disability Insurance (SSDI). If your clients are counting on SSDI to protect their family, they may need to think again. In 2021, [...]
LTC Best Practices
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into [...]
Medicaid with Susan Johnson-Drenth, CELA
Medicaid rules are complex and everchanging. We will review how you can help your client get ready for Medicaid. We will also discuss how to maximize the allowable income and assets for your client under the Medicaid rules- and [...]
Client Solutions
On this B.R.E.W., E4IS welcomes Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial. Craig will be covering some key concepts that many successful advisors are currently using to uncover sales opportunities within their existing client base [...]
The Impact of Client Transitions on Financial Planning
Life transitions account for 70% of money in motion and puts on average $12 million of assets at risk in every advisor’s book every year. Grief is the transition from an old normal to a new normal. This BREW [...]
Business Continuation Planning
Brad Newcomb from Global Atlantic joins the B.R.E.W. to show how insurance can be used to fund business succession plans. Small businesses account for the majority of economic activity in the USA, yet most small business owners don’t have a [...]
Navigating Life Insurance Funding Strategies with Premium Finance
E4IS welcomes Doug Bowden, Director of Advanced markets at Symetra, who discusses how to use bank lending strategies to fund the premium payments for high-net worth clients looking to place high-dollar value permanent life insurance policies into effect for [...]