Rich Engebretson and Cary Parker from WealthStar Alliance join E4IS to discuss CPA relationships. Data analytics is quickly becoming one of the most critical functions in today's wealth manager's toolbox. Watch and learn how you can increase efficiency and [...]
We are a year in to the "new way" of selling. Now that busy executives know they don't have to meet in person with salespeople anymore, why would they? However, there are several things you can do to up [...]
E4IS welcomes back Eric Christoffersen to complete the 2-part series "Trusts Uncovered". We'll continue to break down the various types and uses of trusts for planning purposes in light of recent tax law changes. Not Legal Advice. This presentation [...]
E4IS welcomes Eric Christoffersen, an Estate and Business Attorney with Grams & Christoffersen, S.C. Eric is a respected resource in the estate planning community, and a regular contributor on advanced planning topics for E4IS. In this 2-part BREW cast, [...]
E4IS welcomes Star Advisor Malik Lee of Felton & Peel Wealth Management to this special BREW. In this session, Mr. Lee will share insights about his recent Kiplinger article on charitable giving. His expertise in philanthropic advising will help [...]
Good financial planning is not about what you make – it’s about what you keep. Protecting your clients’ financial assets from the estate tax is one way to maximize family wealth. However, the costs of long-term care have largely [...]
Annuities are a critical tool in every planner's tool box. With so many carriers, products, and features that change regularly, how can a busy financial professional keep up? E4IS's exclusive Annuity Solutions Weekly brings the best and brightest to [...]
John Florance, E4IS Senior Vice President of Annuities, leads us through the conversation on helping clients who are experiencing life transitions. Divorce is prevalent in America. Financial professionals will very likely encounter divorcing couples. Do you know what your [...]
2021 is right around the corner. Is your business plan ready? Success in the coming year is all about understanding and facilitating your motivation - what gets you out of bed in the morning? If you can establish a [...]
On this B.R.E.W., E4IS welcomes Craig Geiger, Regional Sales Director in Annuity Solutions with Lincoln Financial. Craig will be covering some key concepts that many successful advisors are currently using to uncover sales opportunities within their existing client base [...]
