IUL Sales Ideas and Long-Term Care

More and more of your customers are demanding Life Insurance products that include Long Term Care protection. What if they cannot health qualify for a Long Term Care rider? Mutual of Omaha offers a unique IUL product that ALWAYS [...]

Non-Qualified Annuity Max with Bill Anderson

Do you have clients that have old Non-Qualified Annuities? Maybe they are old VA’s purchased for income guarantees? Maybe they started as an alternative to savings to get better returns and tax-deferred growth? Maybe they became a CD alternative [...]

Northstar Funding Partners NEW I.R.A.

The Insured Retirement Advantage® redefines the application and potential benefits of life insurance premium finance. Customarily the financing of premiums has been reserved for higher net worth borrowers – who have the asset base, income and risk tolerance to [...]

Washington State LTC and CareMatters

Last year, all eyes were on Washington state as they passed the Long-Term Care Trust Act (also referred to as the Long-Term Services and Supports Act or the WA Cares Fund). This Act, the first-of-its-kind law Last year, all [...]

2022-02-16T13:35:01-06:00February 16th, 2022|BREW, Insurance Coverage, LTC, Sales Ideas|

Estate Planning Perils and Pitfalls – Part 2

Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]

Estate Planning Perils and Pitfalls – Part 1

As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]

Symetra Swift Term

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 [...]

Benefits of John Hancock Vitality Program

Join us for a real life viewing of John Hancock’s Vitality program, an innovative life insurance solution offering significant savings and rewards for the steps you take every day. One of our very own E4IS employees will show you [...]

2021-12-15T13:57:49-06:00December 15th, 2021|Advisors, BREW, Sales Ideas, Weekly Brew|

Land As Your Legacy

Financial professionals within farming or ranching communities have enormous potential. Consider this: the average farm or ranch has assets of about 1.5 million. Today, there are over 2 million family farms across the U.S. Armed with a deep knowledge [...]

2021-12-08T17:09:34-06:00December 8th, 2021|BREW, Estate Planning, Networking, Sales Ideas, Weekly Brew|

LINQS+ with Newcleus

LINQS+ is a proprietary non-qualified retirement plan with guaranteed lifetime benefits for the participants and expense savings for the plan sponsor. Companies are challenged with retaining and rewarding key talent while balancing compensation and benefit expense. At Newcleus they [...]

2021-12-22T09:48:46-06:00December 1st, 2021|BREW, Networking, Sales Ideas, Weekly Brew|
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