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 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 [...]
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 [...]
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 [...]
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 [...]
Stephen F. Anderson CLU ChFC CFP® PensionQuote™ Midwest Marketing Director/Advanced Insurance Designer Financial services professional with over 30 years of experience with a practice focused on financial planning, investments, estate, and business life insurance for high net worth individuals, [...]
E4IS welcomes Bill Comfort from Comfort Long Term Care. Bill is one of the leading long-term care insurance specialists in the country. He started his insurance career in 1991 and has specialized in LTC insurance for the past 20 [...]
September is Life Insurance Awareness Month (LIAM). Join us this Wednesday for B.R.E.W. as we welcome Juli McNeely, Certified Financial Planner and was the first female president of NAIFA - National. Juli is a coach and mentor to women [...]
Richard Thoma from Securian joins E4IS to talk about how existing life insurance policies can use a split 1035 design to help the client achieve more than just a legacy objective. Holistic planning demands that we look beyond a [...]
E4IS welcomes Matt Fitzpatrick, CFP®, CLU®, ChFC® to review how to use life insurance to de-risk clients’ retirement. One of the most significant risks in retirement is having clients run out of money due to market declines during portfolio [...]