Tiffany Markarian, Director and Founder of Advantus Marketing, is an award-winning marketing strategist and keynote speaker, who will be making her third appearance on BREW. Tiffany has been a long-time friend of E4's and we have highly valued her [...]
“I am not going to retire this year.” Have you heard that from a client due to the recent market pullback? Watch this BREW to see a solution for that client! We will share this personalized approach which will [...]
E4IS's very own Jeremy Vidmar, Regional Vice President, shares what he calls "Stories From the Field". “We want Thanksgiving and Christmas to happen after we are gone, and it would be nice if they all talk” are statements often [...]
Doug Bowden discusses Symetra’s New Multi-Life Guaranteed Issue Business Platform. It’s hard work to build a business, and even harder to ensure its future success. That’s why it’s important for employers to protect their greatest assets: their employees. The [...]
Retirement planners face two important challenges that confront their clients as they move into and through retirement: 1) built-up deferred gains in non-qualified annuities that are likely going to become a tax bomb for their beneficiaries, and 2) the [...]
Are you working with any UHNWIs? Ultra-High Net Worth Individuals frequently face unique estate and tax challenges not experienced by most of your clients. On the next episode of the BREW, hear from Daniel Davies with Prudential who will [...]
Many clients have earmarked their company stock for their heirs. Some have an emotional attachment to their stock and are hesitant to diversify out of it. Watch this BREWcast with Dan Mythen, E4IS Wealth Protection Strategist, as he introduces [...]
Dan Peterson, President of E4 Insurance Services will have a conversation with Star Advisor, Zach Schnitzler. They’ll be sharing a specific estate planning case they worked for one of Zach's Ultra-High Net Worth clients. As Congress continues to implement [...]
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, [...]
Join E4IS to see how we compare the top FIA strategies to determine which options are the strongest. Using real and hypothetical back-tested data, we carefully analyze current caps against pars and spreads. With so many recent rate changes, [...]
