E4 Insurance

Office Closure - Juneteenth
2026-06-19
E4 Insurance Services’ Offices will be closed in observance of Juneteenth. We will be back to normal hours on Monday, June 22nd.

Office Closure - Memorial Day
2026-05-25
E4 Insurance Services’ Offices will be closed in observance of Memorial Day. We will be back to normal hours on Tuesday, May 26th.

Foundational Insurance Class
2026-05-13 13:00 (America/Chicago)
Join Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS for a virtual Foundational Insurance Class.

Advanced Insurance Class
2026-05-13 11:00 (America/Chicago)
Join Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS for a virtual Advanced Insurance Class.

NAIFA Knoxville - AI & Stream Presentation
2026-05-13
E4IS’s Greg Spaeth, Chief Strategic Initiatives Officer; and Nate Weathers, Regional Vice President will be presenting at the NAIFA meeting in Knoxville.

Building Business Together Great Lakes 2026
2026-05-07 08:30 - 17:30 UTC | Lake Lawn Resort, 2400 E Geneva St, Delavan, Wi, 53115
Join us at Building Business Together (BBT) Great Lakes 2026 for a full day dedicated to helping financial professionals grow stronger, more profitable, and more resilient practices.
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Event overview:
On May 7, 2026, E4 Insurance Services is hosting the 13th Annual BBT – Great Lakes at Lake Lawn Resort in Delavan, Wisconsin, from 8:15 a.m. to 5:30 p.m. This conference is built for advisors, agents, and industry partners who want practical strategies, new ideas, and deeper relationships to fuel business growth.
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What you can expect:
– Highly reputable keynote speakers, Richard Dobson, CFP, & Mark Berry, delivering insights you can apply immediately in your practice.​
– Multiple dynamic breakout sessions tailored to different lines of business, planning strategies, and growth opportunities.
– Ample networking time with peers, E4 team members, and carrier representatives in a collaborative, business-building environment.
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Why attend:
You’ll gain an insider’s perspective on how partnering with E4 Insurance Services can expand your product offering, strengthen your client conversations, and uncover new revenue opportunities. Throughout the day, you’ll walk away with concrete ideas, resources, and connections to help you chart your course toward greater insurance opportunities in 2026 and beyond.
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Who should attend:
This event is ideal for: advisors and agents looking to grow or refine their practice, agency leaders focused on development and recruiting, and carrier and strategic partners invested in long-term distribution relationships. Whether you’re looking for new marketing ideas, advanced planning concepts, or a stronger support team behind your business, you’ll find value in the sessions and conversations at BBT Great Lakes.

BREWCast: Building a Smarter Income Protection Strategy
2026-05-06 10:00 (America/Chicago)
Income protection is essential to long-term financial stability. Every working client needs a clear plan for what happens if they get sick or hurt and can’t work. While group long-term disability (LTD) plans can provide a solid foundation, they also come with limitations and pitfalls advisors/clients should understand.
E4IS’s Brady Serold, CLTC, Senior Vice President, Disability Income, will provide a conversational approach to income protection and how it might lead to a guaranteed standard issue (GSI) opportunity. Learn how to identify opportunities, present them effectively, install and maintain programs over time, and what’s in it for you as the advisor!
Releasing E4 Insurance Services’ YouTube channel.

Advisor Influence Session
2026-05-04 12:00 (America/Chicago)
Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS are hosting an Advisor Influence with Atlas Wealth Advisors.

Land As Your Legacy Presentation
2026-04-30 14:00 (America/Chicago)
Nate Weathers, Regional Vice President with E4IS and Lacey Rowell, ChFC, CLU, Regional Vice President with Nationwide will present, “Land as Your Legacy”.

NAIFA Nashville - AI & Stream Presentation
2026-04-30
E4IS’s Greg Spaeth, Chief Strategic Initiatives Officer; and Nate Weathers, Regional Vice President will be presenting at the NAIFA meeting in Nashville, Tennessee.

Anchors & Advantages with Nationwide - Roadshow
2026-04-28
Join Brandon Unger, Regional Vice President with E4IS & Andre Reguinho, Regional Vice President, Life and LTC Wholesaler with Nationwide at Five Iron Golf in New York.

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 (America/Chicago)
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 (America/Chicago) | 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 (America/Chicago)
Join Jeremy Vidmar, FIC, CLTC, Regional Vice President with E4IS for a Virtual Foundational Insurance Class.

A New Approach to Guaranteed Retirement Income with IUL
2026-04-08 11:00 - 23:00 (America/Chicago)
JT Bell and Steven Poppe from Annexus join Scott Bachmann from E4 Insurance Services for an Advisor Influance Session discussing a new approach to guaranteed retirement income with IUL.

Advanced Insurance Class
2026-04-08 11:00 - 23:00 (America/Chicago)
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 (America/Chicago)
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!
