More and more clients are inheriting funds as their parents or siblings pass. The rules of managing these funds change based on several factors, but we must learn how to handle this money properly. Ken Boothe, JD, CLU, ChFC, [...]
Annuities can be a complex but safe money alternative compared to typical investment and retirement tools. Their primary focus can cover many needs, from guaranteed income, an array of risk-acceptable accumulation goals, wealth transfer, asset protection from LTC, inherited [...]
Brad Mills, Regional Vice President, and Mike Polonsky, AVP and Senior Actuary from Symetra, join us to discuss their first-of-its-kind rider package, which provides a unique combination of cancer care benefits and services to help your clients live longer [...]
Brady Serold, Senior Vice President of Disability Income, and Steve Walker, Vice President of Institutional Accounts, discuss a case study on how an inquiry for individual coverage on a new executive at a manufacturing company turned into a six-life [...]
Mike Sir from One Protection will join us to discuss the DI discussion and the innovative tool they created to facilitate client conversations. The Income Protection Software Analysis (IPSA) is a simple yet powerful presentation tool designed to decrease [...]
Hands-on work is demanding for your farmer and rancher prospects/clients. But many have never considered what might happen if they become sick or hurt and unable to work, much less their farm spouses. What about general operating expenses? Who is [...]
It has been nearly a year since we brought Brady Serold on board as our Senior Vice President of Disability Income to launch our DI line. Our Chief Distribution Officer and Managing Partner, Brendon DeRouin, and Brady will discuss why [...]
We wrapped up our April Focused Planning Series on Estate Planning with Attorney Eric Christoffersen, who shared his expertise. He discussed the importance of having a game plan for your clients’ Estate Planning in a game where the rules [...]
Dave Soczek returns to the BREW to discuss compensation strategies for your business owner clients. We'll review common issues and solutions. Dave works with other financial professionals throughout the country to provide solutions to many of the issues their [...]
E4’s Dan Peterson and Brendon DeRouin dove into a case study discussing the Montgomery's, a high-net-worth couple in their early 50s. They reside in Minnesota and possess substantial assets, including multiple properties, investments, and a thriving business. Concerned about [...]