Advanced Insurance Class
Join Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS for a virtual Advanced Insurance Class.
10 events found.
Events
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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, […]
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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 […]
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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, […]
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Office Closure – Labor Day
E4 Insurance Services' Offices will be closed in observance of Labor Day. We will be back to normal hours on Tuesday, September 8th.