E4IS welcomes Eric Christoffersen, an Estate and Business Attorney with Grams & Christoffersen, S.C. Eric is a respected resource in the estate planning community, and a regular contributor on advanced planning topics for E4IS. In this 2-part BREW cast, [...]
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 [...]
Annuities are a critical tool in every planner's tool box. With so many carriers, products, and features that change regularly, how can a busy financial professional keep up? E4IS's exclusive Annuity Solutions Weekly brings the best and brightest to [...]
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 [...]
On today's B.R.E.W., E4IS welcomes Matthew Pletzer, founder and CEO of LIFT Consulting a boutique business consulting and training organization focused on elevating people, processes and products. Matthew is a highly sought after national speaker who is passionate about [...]
Jamie Orr, from Cincinnati Life, joins the BREW to review retirement income concerns. Social Security, pensions, and personal savings are all under fire for various reasons. Placing some retirement assets into annuities with guaranteed income benefits can help alleviate [...]
Brian Kelly from Human API talks about a revolutionary tool to help simplify life insurance underwriting and policy issuance. With the vast majority of health providers using Electronic Health Records, this new tool makes it easy to completely digitize [...]
Chase Rudy of E4 Insurance Services joins the BREW to discuss how the Ensight tool helps advisors visually and numerically present life insurance and annuity solutions in a context of life risks and market opportunities.
The Covid-19 global pandemic has affected most aspects of the global economy and insurance is no different. Understand how the industry is coping and dealing with life insurance underwriting in a time of social distancing.
Greg Short from Great American provides a top level overview of Great American’s annuity solutions tailored to meet clients’ specific protected growth needs. New business procedures in light of early Covid19 constraints are also reviewed. [...]
