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X-WR-CALDESC:Events for E4 Insurance
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DTSTART;TZID=America/Chicago:20260701T100000
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SUMMARY:The Long-Term Care Pre-Screening Tool Every Advisor Should Use
DESCRIPTION: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.
URL:https://e4.insurance/event/the-long-term-care-pre-screening-tool-every-advisor-should-use-2/
ATTACH;FMTTYPE=image/png:https://e4.insurance/wp-content/uploads/2026/06/2.png
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DTSTART;VALUE=DATE:20260703
DTEND;VALUE=DATE:20260704
DTSTAMP:20260629T201852
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SUMMARY:Office Closure - Independence Day
DESCRIPTION:E4 Insurance Services’ Offices will be closed in observance of Independence Day. We will be back to normal hours on Monday\, July 6th.
URL:https://e4.insurance/event/office-closure-independence-day/
ATTACH;FMTTYPE=image/jpeg:https://e4.insurance/wp-content/uploads/2026/03/Office-Closure-4.jpg
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DTSTART;TZID=America/Chicago:20260716T150000
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DTSTAMP:20260629T201852
CREATED:20260624T162530Z
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SUMMARY:The Long-Term Care Pre-Screening Tool Every Advisor Should Use
DESCRIPTION:Explore real-world success stories from advisors using E4IS’s Long-Term Care Pre-Screening Form!\nThrough 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.
URL:https://e4.insurance/event/the-long-term-care-pre-screening-tool-every-advisor-should-use/
ATTACH;FMTTYPE=image/png:https://e4.insurance/wp-content/uploads/2026/06/3.png
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