Land As Your Legacy Presentation
Nate Weathers, Regional Vice President with E4IS and Lacey Rowell, ChFC, CLU, Regional Vice President with Nationwide will present, "Land as Your Legacy".
10 events found.
Events
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Advisor Influence Session
Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS are hosting an Advisor Influence with Atlas Wealth Advisors.
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BREWCast: Building a Smarter Income Protection Strategy
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, […]
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Building Business Together Great Lakes 2026
Lake Lawn Resort 2400 E Geneva St, Delavan, WiJoin 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. 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 […]
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NAIFA Knoxville – AI & Stream Presentation
E4IS's Greg Spaeth, Chief Strategic Initiatives Officer; and Nate Weathers, Regional Vice President will be presenting at the NAIFA meeting in Knoxville.
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Advanced Insurance Class
Join Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS for a virtual Advanced Insurance Class.
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Foundational Insurance Class
Join Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS for a virtual Foundational Insurance Class.
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Office Closure – Memorial Day
E4 Insurance Services' Offices will be closed in observance of Memorial Day. We will be back to normal hours on Tuesday, May 26th.
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Office Closure – Juneteenth
E4 Insurance Services' Offices will be closed in observance of Juneteenth. We will be back to normal hours on Monday, June 22nd.
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The Long-Term Care Pre-Screening Tool Every Advisor Should Use
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 […]