E4 Insurance

Executive Carveouts and Voluntary DI Advisor Influence Session
2026-04-21 10:00 - 11:00 (America/Chicago)
Join Scott Bachmann, CCM, Regional Vice President with E4IS and Corey Cox, Regional Director with Principal Financial Group for an Advisor Influence Session on Executive Carveouts and Voluntary DI.

Care Matters Presentation
2026-04-20 08:00 - 17:00
Join Nate Weathers, Regional Vice President with E4IS for an Advisor Influence Session on Nationwide’s Care Matters.

Repositioning Wealth: Tax-Efficient Strategies for Modern Retirement Planning
2026-04-16 15:00 - 16:00 | https://events.teams.microsoft.com/event/4d8518ec-96e5-40d5-b584-c05318aa3a15@2874e373-fd2f-4260-9c43-421936c7dd6c
In this LIVE workshop, join E4IS’s Greg Spaeth, Bill Anderson, and Nate Weathers to explore a practical, real-world framework for helping clients reposition assets more tax-efficiently in an unpredictable tax environment. See how to align assets across taxable, tax-deferred, and tax-free strategies in a way clients can easily understand. Experience the “cylinders of money” concept in action as it compares solutions like annuities, real estate, and properly structured life insurance across contribution, accumulation, and distribution phases. Walk away with clear, conversation-ready ideas to elevate your planning process and uncover new retirement and life insurance opportunities.

Foundational Insurance Class
2026-04-08 13:00
Join Jeremy Vidmar, FIC, CLTC, Regional Vice President with E4IS for a Virtual Foundational Insurance Class.

Advanced Insurance Class
2026-04-08 11:00 - 23:00
Join Jeremy Vidmar, FIC, CLTC, Regional Vice President with E4IS, for a Virtual Advanced Insurance Class.

Office Closure - Good Friday
2026-04-03
E4 Insurance Services’ Offices will be closed in observance of Good Friday. We will be back to normal hours on Monday April 6th.

BREW Release: Creating Your Ideal Savings Account
2026-04-01 10:00
What if your clients could design a “dream” savings account that grows steadily, never loses money, creates tax-free retirement income, and still covers long-term care and legacy goals? In this episode, Greg Spaeth, E4IS’s Chief Strategic Initiatives Officer, teams up with North American to walk through the Ideal Savings Account framework—an education-first conversation that starts with client priorities and reveals how tools like IRS Section 7702 cash value life insurance can check every box on the growth, safety, tax efficiency, guarantee, LTC, and legacy checklist.
You don’t want to miss this one! It’s a simple, client-friendly way to reframe the entire savings conversation and uncover opportunities you and your clients may be leaving on the table.

Meeting with North Risk Partners
2026-03-25
Join Steve Walker, CLTC, LUTCF, Regional Vice President & Partner with E4IS at the North Risk Partners Office in Minnesota.

Advisor Influence Session with Barbara Treadwell
2026-03-20 | Tea House in Downtown Savannah, GA
Join Jessica Bowden, LUTCF, Regional Vice President with E4IS and Barbara Treadwell, Financial Advisor with the “New York – Savannah Connection” at the Tea House in Downtown Savannah!
