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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/
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DTSTART;TZID=America/Chicago:20260805T100000
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DTSTAMP:20260629T201823
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SUMMARY:Exploring Worksite and Guaranteed Issue Strategies
DESCRIPTION: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 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.
URL:https://e4.insurance/event/exploring-worksite-and-guaranteed-issue-strategies/
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