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.
Javier Allen on Long-Term Care Developments
Javier Allen from OneAmerica discusses recent developments in the Long-Term Care marketplace with emphasis on what's happening with different state initiatives and potential solutions to a thorny challenge.
Tiffany Markarian on Centers of Influence
Founder and Director, Tiffany Markarian of Advantus Marketing discusses the power of centers of influence (COI's) in building a financial practice.
Repurposing Life Insurance Contracts with Bill Anderson!
Have your favorite clients repurposed their Life Insurance contracts in the last 5 to 7 years? E4 Insurance Service's very own Wealth Strategist, Bill Anderson shows us the benefits of helping your clients with these transactions! [...]
Long-Term Care and Underwriting Conversations with Dr. Frank
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! [...]
What Risks Should Businesses Be Thinking About with Their Key Employees?
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 [...]
Using Qualified Funds for the LTC Plan with Brent DeGroot!
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 [...]
The Life Insurance Decision Matrix with Jeremy Vidmar!
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 [...]
Breaking Through the Noise: The Art of Communication with Melissa Finnegan!
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 [...]