Are you working with any UHNWIs? Ultra-High Net Worth Individuals frequently face unique estate and tax challenges not experienced by most of your clients. On the next episode of the BREW, hear from Daniel Davies with Prudential who will [...]
Many clients have earmarked their company stock for their heirs. Some have an emotional attachment to their stock and are hesitant to diversify out of it. Watch this BREWcast with Dan Mythen, E4IS Wealth Protection Strategist, as he introduces [...]
Even before the COVID pandemic and the so-called “great resignation”, many organizations faced a struggle to keep mission critical employees from leaving for greener pastures. Today the situation is worse as current economic conditions have created the perfect job-seeker’s [...]
Dan Peterson, President of E4 Insurance Services will have a conversation with Star Advisor, Zach Schnitzler. They’ll be sharing a specific estate planning case they worked for one of Zach's Ultra-High Net Worth clients. As Congress continues to implement [...]
Imagine this: You’ve got the meeting on your calendar and want to make a good impression. Preparation, setting expectations, and stating clear objectives are essential steps to conducting a successful meeting (whether you’re meeting with a client, team member, [...]
Join E4IS to see how we compare the top FIA strategies to determine which options are the strongest. Using real and hypothetical back-tested data, we carefully analyze current caps against pars and spreads. With so many recent rate changes, [...]
More and more of your customers are demanding Life Insurance products that include Long Term Care protection. What if they cannot health qualify for a Long Term Care rider? Mutual of Omaha offers a unique IUL product that ALWAYS [...]
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 [...]
Do you have clients that have old Non-Qualified Annuities? Maybe they are old VA’s purchased for income guarantees? Maybe they started as an alternative to savings to get better returns and tax-deferred growth? Maybe they became a CD alternative [...]
Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]
