We are continuing our focus on November’s Long-Term Care Awareness month by welcoming Dr. Frank, Medical Director with LIBRA Insurance Partners to the BREW. Dr. Frank disscuses Long-Term Care, well as other relevant topics in Underwriting in our industry! [...]
Do you have clients in your practice that own a business or are key decision makers within their company? Businesses will most often understand the concept of protecting their buildings and other tangible property from unforeseen events like a [...]
More than ever, Americans are saving money in pre-tax accounts (401(k), 403(b), personal RIAs). The total of these saving is nearly $9 trillion in defined contribution plans. The market is vast! Using Qualified Funds for the LTC plan is [...]
E4 Insurance Service's very own Jeremy Vidmar, Regional Vice President, discusses a powerful tool that can help with client's indecision. The Life Insurance Decision Matrix will help move the needle of insurance indecision for clients and move business into [...]
Melissa Finnegan, VP of Training and Development with Lincoln Financial Distributors, presents on the topic of Breaking Through the Noise: The Art of Communication. Melissa focuses on sharing with attendees how to ask for an introduction artfully, the importance [...]
E4 Insurance Service's very own, Bill Anderson, as he will show you how best to position life insurance retirement plans in a client meeting – and how to get your clients to grasp the concept and say yes in [...]
Juli McNeely, Financial Representative from McNeely Financial Services, kicks off LIAM - Life Insurance Awareness Month on a special 30-minute BREW! "Why does risk matter so much and how do we help clients evaluate it?" Evaluating risk should be [...]
Even before the COVID pandemic and the so-called “great resignation”, many organizations faced a struggle to keep mission critical employees from leaving for greener pastures. Today the situation is worse as current economic conditions have created the perfect job-seeker’s [...]
Imagine this: You’ve got the meeting on your calendar and want to make a good impression. Preparation, setting expectations, and stating clear objectives are essential steps to conducting a successful meeting (whether you’re meeting with a client, team member, [...]
