Taxes. Going up or down, and what to do about it?

Tax season is here, so now is a great time to talk to your clients about strategic tax planning for 2021. On today's BREW, Bob will be sharing how to help your clients feel more in control and confident [...]

2021-03-19T15:31:37-05:00March 17th, 2021|BREW, Case Study, Sales Ideas, Taxes|

Meet the E4IS Design Team

E4IS Proprietary materials are accessible in your advisor portal! Please login and click on "E4IS Sales Concepts" to see examples! Did you know you have a special team whose sole purpose is to help you with your asset protection [...]

Maximize Your CPA Relationships

Rich Engebretson and Cary Parker from WealthStar Alliance join E4IS to discuss CPA relationships. Data analytics is quickly becoming one of the most critical functions in today's wealth manager's toolbox.  Watch and learn how you can increase efficiency and [...]

Three Ways to Elevate Virtual Selling

We are a year in to the "new way" of selling. Now that busy executives know they don't have to meet in person with salespeople anymore, why would they? However, there are several things you can do to up [...]

Trusts Uncovered: Part 1 of 2

E4IS welcomes Eric Christoffersen, an Estate and Business Attorney with Grams & Christoffersen, S.C. Eric is a respected resource in the estate planning community, and a regular contributor on advanced planning topics for E4IS. In this 2-part BREW cast, [...]

Maximize Your Client’s Philanthropic Planned Giving

E4IS welcomes Star Advisor Malik Lee of Felton & Peel Wealth Management to this special BREW. In this session, Mr. Lee will share insights about his recent Kiplinger article on charitable giving. His expertise in philanthropic advising will help [...]

An E4IS Exclusive Tool: Annuity Solutions Weekly

Annuities are a critical tool in every planner's tool box. With so many carriers, products, and features that change regularly, how can a busy financial professional keep up? E4IS's exclusive Annuity Solutions Weekly brings the best and brightest to [...]

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