Fixed Income Alternatives with Nick Natzke
Financial Advisor, Nick Natzke from M3 Financial discusses how he uses fixed and indexed annuities in today's high interest environment.
Principal Executive Benefits with Mason McKinnie
Executive benefit solutions to provide asymmetrical benefits to asymmetrical business contributors using Principal's GI group life.
Worksite Group Life with Steve Walker and Bob Proudfoot
Steve Walker (E4IS) and Bob Proudfoot (North Risk Partners) discuss opportunities with business owners to use Worksite group life insurance from Cincinnati Life.
Non-Qualified Defined Benefit Plans
When a company is looking for key executives to grow the company to the next level, they often look to recruit junior executives from larger companies. In many instances, these employees are drawn to the opportunity of leading a [...]
The Private Placement Life Insurance Market
E4 Insurance Services welcomed Prudential’s Individual Life Insurance division Regional Vice President, Daniel Davies! Daniel shared with attendees on the topic of the Private Placement Life Insurance Market (PPLI). Discussions included: - An overview of the PPLI market - [...]
Earn Revenue on Unwanted Policies Through Life Settlements
E4 Insurance Services welcomed, Abacus Life's Director of Sales, Stuart Little, as he discussed the massive benefits of offering life settlements to your client base. Abacus has paid hundreds of millions of dollars to policyholders and insurance agents in [...]
Addressing the Elephant in the Room: How to Present and Close LTC Sales
E4 Insurance Service’s very own Regional Vice President, Mike Pinkans joins the BREW to discuss how to address the elephant in the room, presenting and closing LTC sales!
Competitive Solutions with Jay Spence
Are your clients looking for SAFETY, GROWTH, and LEGACY? Jay Spence, Training Manager with National Western Life Insurance Company, discussed competitive solutions that advisors are successfully using to help clients in this turbulent economic environment. Case studies were also [...]
Integrating LTC Insurance Into Your Practice
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance [...]
Flexible Wealth Transfer Strategy Using SLATs
A tax favored strategy to accumulate, access, and transfer wealth. If you could show clients a way to create an ILIT, fund it with life insurance where one spouse has indirect access to policy values through the trustee and [...]