Third Thursday at Three

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, 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 […]

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, as they walk through a real-world case study. Learn how Land As Your Legacy helps advisors guide farm and land-owning families through succession planning, facilitate […]