$1.9 Trillion Tax Bomb with John Florance
John Florance discusses the historical reasons for the massive accumulation in individual deferred annuities and what advisors can do about it.
Double Sales Espresso with Security Mutual
Jeff Hale from Security Mutual Life discusses the finer points of incorporating Whole Life insurance into a financial portfolio.
Steve Walker: Leveraging Client Opportunities
Steve Walker, Institutional VP at E4 discusses how one case with an advisor led to several opportunities by asking the right questions.
Disability Income Part 3
Brady Serold, SVP of Disability Income Solutions discusses what happens after the DI application is submitted.
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.
Fixed Income Alternatives with Nick Natzke
Financial Advisor, Nick Natzke from M3 Financial discusses how he uses fixed and indexed annuities in today's high interest environment.
Managing Partner Quarterly Update
Dan Peterson and Brendon DeRouin, Managing Partners at E4 Insurance Services give a quarterly business update.
Employee Retention with Maria Ocrant and Steve Walker
Maria and Steve examine group life insurance options to provide affordable benefits for employees as a means for businesses to build employee retention.
Geoff Murtha on Asset Diversification Using Whole Life Insurance
Geoff Murtha discusses how whole life policies can be an excellent tool for portfolio diversification for clients approaching retirement.
Jennifer White on State Long-Term Care Initiatives
Jennifer White from John Hancock discusses recent developments in state initiatives for Long-Term Care and potential impact on clients seeking coverage.