What NAIFA Does for Advisors
Americans oftentimes have no idea that they have access to a financial advisor and that you don’t need a lot of money to get financial advice. Too many people just don’t know that they deserve an advisor and we [...]
Uncovering Reasons to Do Business
Why would a prospect do business with you? Why would a current client expand their relationship with you? The truth is the reason a prospect or client comes to you with a question is typically not the reason they [...]
The 4 Marketing Strategies all Financial Advisors Should be Doing Right Now
E4IS welcomes special guest Tiffany Markarian, Managing Director and Founder of Advantus Marketing. Tiffany is a well-respected speaker who is highly sought after for her guidance and marketing concepts. As a valued partner and friend to us at E4 [...]
Industry Overview with Bill Shelow
On this BREW, E4IS will sit down with Bill Shelow, President & CEO of LIBRA Insurance Partners to discuss the industry, product access, LIBRA and more.
Vive – a Live Demo with E4IS
On this week's BREW, E4IS will walk you through a live demo of Vive - the industry's fastest way to write term life insurance! E4IS strives to provide the best tools for advisors, and was selected to be one [...]
Advisor Spotlight with Chris Henderson, Managing Director and Partner of M3 Financial
On this BREW, E4IS welcomes Chris Henderson joins us to discuss his journey in life insurance. Not only is Chris one of the top advisors in the industry, he has claimed our coveted “Advisor of the Year” award the [...]
7702 and the Impact on Symetra’s IUL Suite
On this BREW, E4IS welcomes Brad Mills, RVP with Symetra. We’ll be discussing 7702 and how it impacts the current life insurance marketplace. Symetra was the first carrier to implement these changes. We’ll also be discussing the impact on [...]
Cylinders of Money and LIRP/Super-Roth’s
Do you have high income clients looking for other places to save money? Have those clients heard of or asked you about a “LIRP” (life insurance retirement plan)? Have those clients heard of asked you about a “Super-Roth”? This [...]
Regulatory Update and Life Insurance Opportunities for 2021
E4IS welcomes Andrew Herrera, RVP with North American as part of our Product Updates and Solutions series. We'll be reviewing the recent 7702 changed related to life insurance, and highlighting planning opportunities that exist in the current environment. First [...]
Publication 590-B with Linas Sudzius
Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical nonspouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for [...]