As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise [...]
Social Security benefits are complicated, and one of the biggest areas of confusion is around Social Security Disability Insurance (SSDI). If your clients are counting on SSDI to protect their family, they may need to think again. In 2021, [...]
If your New Year’s Resolution was to make your business more efficient for 2022– be sure to watch this BREW to hear about Symetra’s innovative SwiftTerm program and the new Extra Coverage program (permanent coverage without more underwriting!). SwiftTerm’s [...]
Join E4IS as we usher in the new year with our first BREW of 2022! Dan Peterson, E4IS President and Managing Partner and Brendon DeRouin DeRouin, Chief Distribution Officer and Managing Partner will start off 2022 with the first [...]
Join us for a real life viewing of John Hancock’s Vitality program, an innovative life insurance solution offering significant savings and rewards for the steps you take every day. One of our very own E4IS employees will show you [...]
Financial professionals within farming or ranching communities have enormous potential. Consider this: the average farm or ranch has assets of about 1.5 million. Today, there are over 2 million family farms across the U.S. Armed with a deep knowledge [...]
LINQS+ is a proprietary non-qualified retirement plan with guaranteed lifetime benefits for the participants and expense savings for the plan sponsor. Companies are challenged with retaining and rewarding key talent while balancing compensation and benefit expense. At Newcleus they [...]
Fixed Indexed Annuities (FIA) have been growing in popularity as both a protected growth tool, and a lifetime income tool. As more insurers add Enhanced Death Benefit options to their FIA offerings, a growing number of advisers are starting [...]
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into [...]
On today's BREW, Advisor Spotlight series as we welcome Greg Imhoff, Wealth Strategist with Exemplar Financial Network. Greg will be reviewing Creative, Provoking, Timely Ideas & Questions that he has been asked over the last 20 years, and how [...]
