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 [...]
Guy Allen, E4IS Regional Vice President, will be sharing best practices on building a repeatable process with FA’s on having Life Insurance as a part of their business and being a Committed Insurance Advisor (CIA). He will also be [...]
E4IS welcomes special guest Tiffany Markarian, Managing Director and Founder of Advantus Marketing. Tiffany is a well-respected speaker who is highly sought after for her guidance and marketing concepts. As a valued partner and friend to us at E4 [...]
On this week's BREW, E4IS will walk you through a live demo of Vive - the industry's fastest way to write term life insurance! E4IS strives to provide the best tools for advisors, and was selected to be one [...]
On this BREW, E4IS welcomes Chris Henderson joins us to discuss his journey in life insurance. Not only is Chris one of the top advisors in the industry, he has claimed our coveted “Advisor of the Year” award the [...]
Do you have high income clients looking for other places to save money? Have those clients heard of or asked you about a “LIRP” (life insurance retirement plan)? Have those clients heard of asked you about a “Super-Roth”? This [...]
Do you have clients that don’t need all of their IRA? Is there a portion/percentage of their IRA(s) they want to leave to Children or Grandchildren? Do you have clients that are doing Roth Conversions but probably won’t spend [...]
E4IS always wants to provide our advisors the best tech, and right now some of the hottest tech we use is Ensight. Ensight has partnered with insurance carriers and national distributors to provide next-generation sales and data acceleration platforms [...]
On this BREW, E4IS's very own Brendon DeRouin will walk us through multiple methods for distributing assets in retirement. This is a very special case indeed - we'll dive into his own mother's income plan and some of the [...]
Insurance illustrations are important (and required), but illustrations are often 20+ pages long, are confusing to the client and provide no context on how the insurance fits within the client’s overall financial plan. At E4 Insurance Services (E4IS), we [...]
