It’s been a great run in both fixed income and equity markets for a very long time. Yet today, risks abound in both fixed income and equities going forward, with rates rising from all time lows and equity markets [...]
On today's BREW, Doug Twiddy, E4IS Internal Case Design Specialist will be discussing the many uses of protecting your retirement plan with cash value from your life insurance policy. We have a plan to accumulate a calculated amount for [...]
The first and most basic question for any client – as far as insurance coverage is concerned – how much coverage is needed? In the next BREW, Jeremy Vidmar, E4IS Regional Vice President, will go through a couple of [...]
Are you still selling traditional, long-term fixed term insurance? "Term Laddering" is a custom sales design intended to provide families with term insurance that decreases as their financial needs goes down, just like mortgage insurance decreases with a person’s [...]
Medicaid rules are complex and everchanging. We will review how you can help your client get ready for Medicaid. We will also discuss how to maximize the allowable income and assets for your client under the Medicaid rules- and [...]
On today's BREW, we welcome Jason Jafferis, Regional Vice President with Prudential. We'll discuss their new Business Owner eBook and how it helps advisors better address the questions to ask during different stages of a business life cycle and [...]
Winning referrals from centers of influences like CPAs and attorneys can be a challenge. Zach Schnitzler works as an Insurance Specialist at a “Top 25 CPA firm” ranked by The Inside Public Accounting Report. He’ll share his tips on [...]
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 [...]
Life’s not always easy, but getting life insurance can be. With Symetra SwiftTerm, your clients can get fast, affordable term coverage through an easy online application process. They can apply, pay and get their policy online—in as little as [...]
