The Insured Retirement Advantage® redefines the application and potential benefits of life insurance premium finance. Customarily the financing of premiums has been reserved for higher net worth borrowers – who have the asset base, income and risk tolerance to [...]
Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your [...]
Social Security benefits are complicated, and one of the biggest areas of confusion is around Social Security Disability Insurance (SSDI). If your clients are counting on SSDI to protect their family, they may need to think again. In 2021, [...]
Financial professionals within farming or ranching communities have enormous potential. Consider this: the average farm or ranch has assets of about 1.5 million. Today, there are over 2 million family farms across the U.S. Armed with a deep knowledge [...]
Fixed Indexed Annuities (FIA) have been growing in popularity as both a protected growth tool, and a lifetime income tool. As more insurers add Enhanced Death Benefit options to their FIA offerings, a growing number of advisers are starting [...]
Do you have client’s that are concerned about extended care planning? Have they been putting off having a discussion with you about how best to pay for their care? On the next BREW, we are going to focus on [...]
September is Life Insurance Awareness Month and it’s a great time to reflect on why life insurance needs to be part every client conversation. If you focus primarily on insurance in your practice, then you may already be doing [...]
On this week's BREW, E4IS will walk you through a live demo of Vive - the industry's fastest way to write term life insurance! E4IS strives to provide the best tools for advisors, and was selected to be one [...]
On this BREW, E4IS welcomes Brad Mills, RVP with Symetra. We’ll be discussing 7702 and how it impacts the current life insurance marketplace. Symetra was the first carrier to implement these changes. We’ll also be discussing the impact on [...]
Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical nonspouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for [...]
