Advanced Insurance Class
Join Jeremy Vidmar, FIC, CLTC, Regional Vice President with E4IS, for a Virtual Advanced Insurance Class.
10 events found.
Events
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Foundational Insurance Class
Join Jeremy Vidmar, FIC, CLTC, Regional Vice President with E4IS for a Virtual Foundational Insurance Class.
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Repositioning Wealth: Tax-Efficient Strategies for Modern Retirement Planning
Virtual EventIn 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 […]
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Care Matters Presentation
Join Nate Weathers, Regional Vice President with E4IS for an Advisor Influence Session on Nationwide's Care Matters.
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Executive Carveouts and Voluntary DI Advisor Influence Session
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.
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Anchors & Advantages with Nationwide – Roadshow
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.
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NAIFA Nashville – 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 Nashville, Tennessee.
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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".
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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, […]