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, [...]
If your New Year’s Resolution was to make your business more efficient for 2022– be sure to watch this BREW to hear about Symetra’s innovative SwiftTerm program and the new Extra Coverage program (permanent coverage without more underwriting!). SwiftTerm’s [...]
Join E4IS as we usher in the new year with our first BREW of 2022! Dan Peterson, E4IS President and Managing Partner and Brendon DeRouin DeRouin, Chief Distribution Officer and Managing Partner will start off 2022 with the first [...]
On today's BREW, Advisor Spotlight series as we welcome Greg Imhoff, Wealth Strategist with Exemplar Financial Network. Greg will be reviewing Creative, Provoking, Timely Ideas & Questions that he has been asked over the last 20 years, and how [...]
On today's BREW, Doug Twiddy, E4IS Internal Case Design Specialist will be discussing the many uses of protecting your retirement plan with cash value from your life insurance policy. We have a plan to accumulate a calculated amount for [...]
On today's BREW, we welcome Jason Jafferis, Regional Vice President with Prudential. We'll discuss their new Business Owner eBook and how it helps advisors better address the questions to ask during different stages of a business life cycle and [...]
Rich Engebretson and Cary Parker from WealthStar Alliance join E4IS to discuss CPA relationships. Data analytics is quickly becoming one of the most critical functions in today's wealth manager's toolbox. Watch and learn how you can increase efficiency and [...]
