The Long-Term Care Pre-Screening Tool Every Advisor Should Use
2026-07-01 10:00 (America/Chicago)
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 streamlined process into your existing review meetings to create better client outcomes and a more efficient planning experience.

Office Closure - Independence Day
2026-07-03
E4 Insurance Services’ Offices will be closed in observance of Independence Day. We will be back to normal hours on Monday, July 6th.

The Long-Term Care Pre-Screening Tool Every Advisor Should Use
2026-07-16 15:00 - 15:30
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 care planning a more natural and effective part of your practice.

Anchors & Advantages: Prepare for Better: Effective Wealth Transfer Strategies
2026-08-11 09:30 - 12:00 | E4 Insurance Services Office in Fargo, 2280 45th St S, Fargo, ND, 58104, United States
Join 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 to the next generation. Steve will be joined by Brad Newcomb, Regional Vice President with John Hancock, who will also introduce John Hancock’s exclusive Longevity Preparedness Index.
Planning for a longer, healthier, better life starts where your clients stand today. John Hancock’s new Longevity Preparedness Tool gives you and your clients a quick, clear snapshot of their current readiness to age – and what steps can help improve it.
Click here to learn more and save your seat!

Exploring Worksite and Guaranteed Issue Strategies
2026-08-12 10:00
Join Nate Weathers, Regional Vice President 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 workplace market.

Land As Your Legacy: Navigating Farm Succession with Confidence
2026-08-20 15:00
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 meaningful family conversations, and uncover planning opportunities that can help preserve both the land and the family’s legacy for generations to come.

Anchors & Advantages: LTC Planning
2026-08-27 10:00 - 13:30 | North A&B Pizza, 1017 Interstate Ave, Bismarck, ND, 58503, United States
Join 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 to move beyond investments and close planning gaps with confidence. They’ll be joined by Greg Mantz, Regional Sales Director with OneAmerica, who will walk through “2026: The Year of the Silver Tsunami,” covering what rising care needs mean for your clients, how to start the extended-care conversation, and tools you can use immediately to create LTC leverage and tax-efficient solutions, starting with three clients you already serve today.
Click here to learn more and reserve your spot!

Office Closure - Labor Day
2026-09-07
E4 Insurance Services’ Offices will be closed in observance of Labor Day. We will be back to normal hours on Tuesday, September 8th.

Office Closure - Thanksgiving
2026-11-26 - 2026-11-27
E4 Insurance Services’ Offices will be closed in observance of Thanksgiving. We will be back to normal hours on Monday, November 30th.

Office Closure - Christmas
2026-12-24 - 2026-12-25
E4 Insurance Services’ Offices will be closed in observance of Christmas. We will be back to normal hours on Monday, December 28th.
