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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/
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SUMMARY:Land As Your Legacy: Navigating Farm Succession with Confidence
DESCRIPTION: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 meaningful family conversations\, and uncover planning opportunities that can help preserve both the land and the family’s legacy for generations to come.
URL:https://e4.insurance/event/land-as-your-legacy-navigating-farm-succession-with-confidence/
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