Do you have clients in your practice that own a business or are key decision makers within their company? Businesses will most often understand the concept of protecting their buildings and other tangible property from unforeseen events like a [...]
More than ever, Americans are saving money in pre-tax accounts (401(k), 403(b), personal RIAs). The total of these saving is nearly $9 trillion in defined contribution plans. The market is vast! Using Qualified Funds for the LTC plan is [...]
E4 Insurance Service's very own Jeremy Vidmar, Regional Vice President, discusses a powerful tool that can help with client's indecision. The Life Insurance Decision Matrix will help move the needle of insurance indecision for clients and move business into [...]
Melissa Finnegan, VP of Training and Development with Lincoln Financial Distributors, presents on the topic of Breaking Through the Noise: The Art of Communication. Melissa focuses on sharing with attendees how to ask for an introduction artfully, the importance [...]
According to the US Census Bureau, 4.3% (over 30 million) children under 18 have a disability. There has been a .04% increase since 2018, and the largest jump is cognitive impairment. Watch as Susan Johnson-Drenth, Certified Elder Law Attorney [...]
Juli McNeely, Financial Representative from McNeely Financial Services, kicks off LIAM - Life Insurance Awareness Month on a special 30-minute BREW! "Why does risk matter so much and how do we help clients evaluate it?" Evaluating risk should be [...]
E4 Insurance Service's very own, Steve Walker, Vice President of Institutional Accounts, discusses the benefits and opportunities of Irrevocable Life Insurance Trusts (ILIT). An Irrevocable Life Insurance Trust (ILIT) is a type of trust that can be used to [...]
On today's BREW, Andrew Herrera, Regional Vice President, from North American discusses Retirement+. This strategy combines supplemental retirement income with protection. You do not want to miss this exciting educational opportunity!
E4IS's very own Jeremy Vidmar, Regional Vice President, shares what he calls "Stories From the Field". “We want Thanksgiving and Christmas to happen after we are gone, and it would be nice if they all talk” are statements often [...]
Doug Bowden discusses Symetra’s New Multi-Life Guaranteed Issue Business Platform. It’s hard work to build a business, and even harder to ensure its future success. That’s why it’s important for employers to protect their greatest assets: their employees. The [...]
