The annuity industry and the business submittal process has become overly complex over the last few years. E4IS is here to simplify your life with a central location to easily submit business In Good Order with Firelight. Do you [...]
Virginia Craig, VP of Life Underwriting with Mutual of Omaha, discusses how innovation and technology are changing the landscaping in underwriting. Virginia shares with attendees how the pandemic has shifted us into a paperless automated world, skill sets underwriters [...]
Tune in to hear Nationwide's Lisa Quist, Central Regional Vice President, and our own Steve Walker talk about the Land As Your Legacy program that Nationwide offers. Lisa and Steve will share what the program is, tips and sales [...]
We can learn a great deal about our clients’ financial situation by closely examining their income tax returns. Linas Sudiuz from Advanced Writing Consultants reviews key information contained in Form 1040 and its schedules, how to use relevant client [...]
E4 Insurance Service’s very own Managing Partners, Dan Peterson and Brendon DeRouin, kickoff our 2023 BREW by sharing industry updates, E4IS goals, and a reflection on the last year for E4 Insurance Services!
Most people are surprised to learn that Medicare can have unexpected and unplanned costs. In fact, the rising cost of healthcare is a top concern for Americans at or near retirement. We call these “Out-Of-Pocket Spending” or “OOPS”. The [...]
Have your favorite clients repurposed their Life Insurance contracts in the last 5 to 7 years? E4 Insurance Service's very own Wealth Strategist, Bill Anderson shows us the benefits of helping your clients with these transactions! [...]
Are your clients looking for SAFETY, GROWTH, and LEGACY? Jay Spence, Training Manager with National Western Life Insurance Company, discussed competitive solutions that advisors are successfully using to help clients in this turbulent economic environment. Case studies were also [...]
We are continuing our focus on November’s Long-Term Care Awareness month by welcoming Dr. Frank, Medical Director with LIBRA Insurance Partners to the BREW. Dr. Frank disscuses Long-Term Care, well as other relevant topics in Underwriting in our industry! [...]