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 […]
10 events found.
Events
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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: […]
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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 […]
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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, […]