Upcoming Enhancements to Symetra Swift Term
Daneyelle Schneider with Symetra shares a sneak peek of upcoming enhancements to Symetra's SwiftTerm! Hear some real success stories with ideas of how SwiftTerm can help make your business more efficient.
Irrevocable Life Insurance Trusts (ILIT) – The Benefits and Opportunities
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 [...]
“Retirement+” : A Supplemental Retirement Income with Production
On today's BREW, Andrew Herrera, Regional Vice President, from North American discusses Retirement+. This strategy combines supplemental retirement income with protection. You do not want to miss this exciting educational opportunity!
Whole Life with Geoff Murtha
Geoff Murtha, Managing Director at MassMutual Strategic Distributors, shares on the topic of Whole Life on today's BREW. Whole Life is one of the oldest forms of life insurance around. With its longevity comes some misconceptions of how whole [...]
1035 Exchanges and Mirrored Loans
Jason Jafferis, Regional VP at Prudential, discusses the potential issues that may be uncovered within a life insurance policy review on heavily loaned policies that are at risk of lapsing. Jason will also review a mirrored loan strategy and [...]
Q2 “Huddle Up” with Dan and Brendon
Dan Peterson and Brendon DeRouin, Managing Partners of E4 Insurance Services, will lead today's BREWcast to discuss a recap of the biggest takeaways from our annual BBT (Building Business Together) meeting, other upcoming events, industry current events, and quarterly [...]
NAIFA’s new APEX Event – August 17-18, 2022
Mark Acre is licensed in Property and Casualty, Life and Health insurance. In addition to being President of his own firm, Mark serves on the Board of Trustees for NAIFA, helps with the MDA, Special Olympics, and the Care [...]
Live Better, Leave More
“I am not going to retire this year.” Have you heard that from a client due to the recent market pullback? Watch this BREW to see a solution for that client! We will share this personalized approach which will [...]
New Multilife Guaranteed Issue Business Platform
Doug Bowden discusses Symetra’s New Multi-Life Guaranteed Issue Business Platform. It’s hard work to build a business, and even harder to ensure its future success. That’s why it’s important for employers to protect their greatest assets: their employees. The [...]
Kill 2 Birds with 1 Stone
Retirement planners face two important challenges that confront their clients as they move into and through retirement: 1) built-up deferred gains in non-qualified annuities that are likely going to become a tax bomb for their beneficiaries, and 2) the [...]