Join Dan Peterson, LLIF, LUTCF, FIC, as he walks through E4IS’s Long-Term Care Pre-Screening Process and reflexive form. Learn how this simple, secure tool helps gather key client information before the meeting, making LTC conversations easier, meetings more productive, and recommendations more personalized. Dan will demonstrate how you, as an advisor, can seamlessly incorporate this […]
E4 Insurance Services' Offices will be closed in observance of Independence Day. We will be back to normal hours on Monday, July 6th.
Explore real-world success stories from advisors using E4IS's Long-Term Care Pre-Screening Form! Through actual case examples, you'll see how the process helps uncover planning opportunities, create more productive LTC conversations, and better prepare advisors before client meetings. Whether you're already using the form or just getting started, you'll leave with practical ideas for making long-term […]
Join Brady Serold, CLTC, Senior Vice President, Disability Income at E4 Insurance Services, and Maria Ocrant, CLU, FLMI, ACS, Life Field Director at Cincinnati Life, as they discuss Worksite and Guaranteed Issue solutions. Learn how these strategies can help you expand protection opportunities, simplify the client experience, and create new opportunities for growth within the […]
Join Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts & Partner at E4 Insurance Services, and Lisa Quist, MBA, Central Regional Vice President for Nationwide's Land As Your Legacy, as they walk through a real-world case study. Learn how Land As Your Legacy helps advisors guide farm and land-owning families through succession planning, facilitate […]
E4 Insurance Services' Offices will be closed in observance of Labor Day. We will be back to normal hours on Tuesday, September 8th.
E4 Insurance Services' Offices will be closed in observance of Thanksgiving. We will be back to normal hours on Monday, November 30th.
E4 Insurance Services' Offices will be closed in observance of Christmas. We will be back to normal hours on Monday, December 28th.