Life transitions account for 70% of money in motion and puts on average $12 million of assets at risk in every advisor’s book every year. Grief is the transition from an old normal to a new normal. This BREW [...]
E4IS welcomes Patrick Robertson, Regional Vice President with AIG. We'll be discussing the opportunities that AIG is offering with the new VUL and the conversion process on CI Rider Plus.
Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial joins us today's B.R.E.W. to review upside growth potential with downside protection. The Lincoln OptiBlend product with be reviewed and discussed on how annuity options can help your [...]
Brad Newcomb from Global Atlantic joins the B.R.E.W. to show how insurance can be used to fund business succession plans. Small businesses account for the majority of economic activity in the USA, yet most small business owners don’t have a [...]
E4IS welcomes Jamie Orr, Life Field Annuity Director with Cincinnati Life. We'll be discussing Annuity Max Concepts and how they can benefit your client.
E4IS welcomes Doug Bowden, Director of Advanced markets at Symetra, who discusses how to use bank lending strategies to fund the premium payments for high-net worth clients looking to place high-dollar value permanent life insurance policies into effect for [...]
Stephen F. Anderson CLU ChFC CFP® PensionQuote™ Midwest Marketing Director/Advanced Insurance Designer Financial services professional with over 30 years of experience with a practice focused on financial planning, investments, estate, and business life insurance for high net worth individuals, [...]
September is Life Insurance Awareness Month (LIAM). Join us this Wednesday for B.R.E.W. as we welcome Juli McNeely, Certified Financial Planner and was the first female president of NAIFA - National. Juli is a coach and mentor to women [...]
Richard Thoma from Securian joins E4IS to talk about how existing life insurance policies can use a split 1035 design to help the client achieve more than just a legacy objective. Holistic planning demands that we look beyond a [...]
E4IS’ Bill Anderson joins the B.R.E.W. to share ideas about how advisors can help their clients prepare for an uncertain healthcare future by performing a Long Term Care Analysis. Easy-to-use online tools can give advisors the edge in being [...]