Foundational Insurance Class
Join Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS for a virtual Foundational Insurance Class.
10 events found.
Events
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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 […]
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Office Closure – Independence Day
E4 Insurance Services' Offices will be closed in observance of Independence Day. We will be back to normal hours on Monday, July 6th.
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The Long-Term Care Pre-Screening Tool Every Advisor Should Use
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 […]
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Exploring Worksite and Guaranteed Issue Strategies
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 […]
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Anchors & Advantages: Prepare for Better: Effective Wealth Transfer Strategies
E4 Insurance Services Office in Fargo 2280 45th St S, Fargo, ND, United StatesJoin E4 Insurance Services and John Hancock in Fargo for a focused look at Wealth Transfer Strategies, and the opportunity it presents for your practice. Steve Walker of E4 Insurance Services will share both “every day” planning concepts, along with advanced planning concepts, using real-world cases to show how your clients can optimally transfer wealth […]
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Land As Your Legacy: Navigating Farm Succession with Confidence
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 […]
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Anchors & Advantages: LTC Planning
North A&B Pizza 1017 Interstate Ave, Bismarck, ND, United StatesJoin E4 Insurance Services and OneAmerica in Bismarck for a focused look at the long-term care planning crisis and the opportunity it presents for your practice. Regional leaders Jeremy Vidmar and Shane Van Patten from E4 will share practical strategies to help you position yourself as a local retirement and LTC planning specialist, using real-world cases to show how […]