Disability Income Part 2
Brady Serold, SVP of Disability Income and Dan Peterson, President and Managing Partner at E4 Insurance Services discuss how to have better client conversations around the DI planning risk, and how to get better quotes.
Doug Twiddy Demos Annuity Rate Watch
E4's Director of Annuities provides a demonstration of how to search, sort, and filter MYGA offerings as well as how to run a lifetime income quote using Fixed and Indexed annuities.
Financed Life Insurance & Higher Interest Rates – Does it Still Work? PART 1
Dale Humphrey, President at Northstar Funding Partners, joins the BREW for a two-part special BREWcast to discuss the current and anticipated industry conditions, as well as reviewing case studies and transaction management!
Addressing the Elephant in the Room: How to Present and Close LTC Sales
E4 Insurance Service’s very own Regional Vice President, Mike Pinkans joins the BREW to discuss how to address the elephant in the room, presenting and closing LTC sales!
Jon Jacobs and Industry Updates
2022 continues to be a year of extraordinary change for the US life and annuity industry. Jon will share his thoughts regarding some of the major trends in underlying demand, the relationship with the wealth management industry, the potential [...]
Upcoming Enhancements to Symetra Swift Term
Daneyelle Schneider with Symetra shares a sneak peek of upcoming enhancements to Symetra's SwiftTerm! Hear some real success stories with ideas of how SwiftTerm can help make your business more efficient.
Whole Life with Geoff Murtha
Geoff Murtha, Managing Director at MassMutual Strategic Distributors, shares on the topic of Whole Life on today's BREW. Whole Life is one of the oldest forms of life insurance around. With its longevity comes some misconceptions of how whole [...]
1035 Exchanges and Mirrored Loans
Jason Jafferis, Regional VP at Prudential, discusses the potential issues that may be uncovered within a life insurance policy review on heavily loaned policies that are at risk of lapsing. Jason will also review a mirrored loan strategy and [...]
Q2 “Huddle Up” with Dan and Brendon
Dan Peterson and Brendon DeRouin, Managing Partners of E4 Insurance Services, will lead today's BREWcast to discuss a recap of the biggest takeaways from our annual BBT (Building Business Together) meeting, other upcoming events, industry current events, and quarterly [...]
NAIFA’s new APEX Event – August 17-18, 2022
Mark Acre is licensed in Property and Casualty, Life and Health insurance. In addition to being President of his own firm, Mark serves on the Board of Trustees for NAIFA, helps with the MDA, Special Olympics, and the Care [...]