Do you have client’s that are concerned about extended care planning? Have they been putting off having a discussion with you about how best to pay for their care? On the next BREW, we are going to focus on [...]
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 into [...]
It’s been a great run in both fixed income and equity markets for a very long time. Yet today, risks abound in both fixed income and equities going forward, with rates rising from all time lows and equity markets [...]
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 [...]
Dan Mythen, E4IS Wealth Strategist will be speaking on NEW ways to present the overfunded life policy concept to Gen Xers and Millennials. Here at E4IS, we call it "TARA" (Tax Advantaged Retirement Account). E4IS has proprietary tools such [...]
Protecting the owner and their business equity needs planning. It is the number one issue owners worry about(protecting their number one asset). Additionally, owners always looking to enhance their lifestyle and push key people to act like them without [...]
Are you still selling traditional, long-term fixed term insurance? "Term Laddering" is a custom sales design intended to provide families with term insurance that decreases as their financial needs goes down, just like mortgage insurance decreases with a person’s [...]
September is Life Insurance Awareness Month and it’s a great time to reflect on why life insurance needs to be part every client conversation. If you focus primarily on insurance in your practice, then you may already be doing [...]
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 [...]
On today's BREW, E4IS welcomes John Dallas and Peter Spreen with Berkshire Settlements. We will be discussing how to take a maturing book of life Insurance policies and turn it into additional revenue for your practice and provide unknown [...]
