We can learn a great deal about our clients’ financial situation by closely examining their income tax returns. Linas Sudiuz from Advanced Writing Consultants reviews key information contained in Form 1040 and its schedules, how to use relevant client [...]
A tax favored strategy to accumulate, access, and transfer wealth. If you could show clients a way to create an ILIT, fund it with life insurance where one spouse has indirect access to policy values through the trustee and [...]
E4 Insurance Service's very own, Steve Walker, Vice President of Institutional Accounts, discusses the benefits and opportunities of Irrevocable Life Insurance Trusts (ILIT). An Irrevocable Life Insurance Trust (ILIT) is a type of trust that can be used to [...]
E4IS welcomes back Linas Sudzius, President - Advanced Underwriting Consultants. We so appreciate the insights and advanced markets support that Linas provides! Always informative, Always insightful! Be sure to listen in to learn: The federal government has implemented deadlines [...]
As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]
Watch this BREW to see how E4 Insurance Services can provide you with a customized presentation for your clients with a pension. We will help you explain the pros and cons of our exclusive Pension Max Strategy with respect [...]
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 [...]
On this edition of the BREW, we are happy to welcome Brigette Ochs, Relationship Manager with Great American Insurance Group. The SECURE Act changed the way clients can inherit tax qualified assets. Through the use of annuity enhanced death [...]
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 [...]
E4IS welcomes back Eric Christoffersen to complete the 2-part series "Trusts Uncovered". We'll continue to break down the various types and uses of trusts for planning purposes in light of recent tax law changes. Not Legal Advice. This presentation [...]
